Unclaimed Profile

Nicholas Robert Drew

CAPITAL DESIGN PRIVATE WEALTH LLC·PORTSMOUTH, New Hampshire

SIE, Series 7, Series 6616 years registeredCAPITAL DESIGN PRIVATE WEALTH LLC

36 MAPLEWOOD AVENUE, PORTSMOUTH, NH 03801CRD# 5672296Firm CRD# 300472

Profile Verification

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

Identity

Nicholas Robert Drew · PORTSMOUTH, NH

Registration

CRD #5672296 · CAPITAL DESIGN PRIVATE WEALTH LLC · 16 years registered

Brand Profile

Not yet started

Career History

DREW WEALTH MANAGEMENT

Aug 2024 – present

CAPITAL DESIGN PRIVATE WEALTH LLC

Jun 2021 – Nov 2024

PORTSMOUTH, NH

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Jun 2021

BOSTON, MA

STRATEGIC ADVISERS LLC

Jan 2012 – Jul 2018

MERRIMACK, NH

EDWARD JONES

Aug 2009 – Apr 2011

ELIOT, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 25, 2009

Years registered · 16

Disclosure History

2016Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL DESIGN PRIVATE WEALTH LLC

CRD 300472 · SEC 801-127160

AUM

$132M

Regulatory assets under management

Employees

547 client accounts

Services offered by CAPITAL DESIGN PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL DESIGN PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Robert Drew offer?

Nicholas Robert Drew specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Nicholas Robert Drew's credentials?

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

Where is Nicholas Robert Drew located?

Nicholas Robert Drew is based in PORTSMOUTH, New Hampshire, working with CAPITAL DESIGN PRIVATE WEALTH LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Nicholas Robert Drew charge for services?

Nicholas Robert Drew's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL DESIGN PRIVATE WEALTH LLC?

CAPITAL DESIGN PRIVATE WEALTH LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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