DV
DV

Drew Lawrence Venit

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

2005 Concord Pike, Wilmington, DE, 19803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Drew sells fixed insurance products since January 2025, dedicating minimal time to this activity. This activity is investment-related and conducted at the branch location.

Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
July 2025 - Present · 7 mos
Previous Registrations
Commonwealth Financial Network
October 2024 - July 2025 · 9 mos
Commonwealth Financial NetworkBroker
October 2024 - July 2025 · 9 mos
Janney Montgomery Scott LLCBroker
February 2024 - May 2024 · 3 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.