Unclaimed Profile

Drew Stanford Simon

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION·BOULDER, Colorado

Series 65Clean record25 years registeredBSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

2300 BROADWAY STREET, BOULDER, CO 80304CRD# 4357035Firm CRD# 107485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Drew Stanford Simon · BOULDER, CO

Registration

CRD #4357035 · BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

BSW WEALTH PARTNERS

Feb 2007 – May 2024

BOULDER, CO

BAYDUSH SIMON WEAVER, LLC

Jun 2001 – Dec 2003

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 8, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

CRD 107485 · SEC 801-45532

AUM

$1.8B

Regulatory assets under management

Employees

3,752 client accounts

Services offered by BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Drew Stanford Simon offer?

Drew Stanford Simon specializes in Financial Planning, Investment Management, Wealth Management.

What are Drew Stanford Simon's credentials?

Drew Stanford Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Drew Stanford Simon located?

Drew Stanford Simon is based in BOULDER, Colorado, last registered with BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION.

How does Drew Stanford Simon charge for services?

Drew Stanford Simon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: travel reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION?

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION has approximately 29 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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