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Christopher Charles Drouin

BEYOND WEALTH MANAGEMENT GROUP, LLC·NEW PALTZ, New York
SIE, Series 6, Series 63, Series 6520 years registeredBEYOND WEALTH MANAGEMENT GROUP, LLC
101 MAIN STREET, NEW PALTZ, NY 12561CRD# 4541093Firm CRD# 293291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Charles Drouin · NEW PALTZ, NY
Registration
CRD #4541093 · BEYOND WEALTH MANAGEMENT GROUP, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

BEYOND WEALTH MANAGEMENT GROUP, LLC
Sep 2021 – present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Jul 2006 – Feb 2018
NEW PALTZ, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · July 25, 2006
Years registered · 20
03

Disclosure History

2018Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
BEYOND WEALTH MANAGEMENT GROUP, LLC
CRD 293291 · SEC 801-112673
AUM
$66M
Regulatory assets under management
Employees
3
620 client accounts
Services offered by BEYOND WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEYOND WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Christopher Charles Drouin offer?
Christopher Charles Drouin specializes in Financial Planning, Investment Management. Contact their office in NEW PALTZ, New York for a consultation.
What are Christopher Charles Drouin's credentials?
Christopher Charles Drouin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Charles Drouin located?
Christopher Charles Drouin is based in NEW PALTZ, New York, working with BEYOND WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the NEW PALTZ metropolitan area and surrounding communities.
How does Christopher Charles Drouin charge for services?
Christopher Charles Drouin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEYOND WEALTH MANAGEMENT GROUP, LLC?
BEYOND WEALTH MANAGEMENT GROUP, LLC has approximately 3 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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