Drew Graeter has been Managing Member of Graeter Wealth Advisors since March 2014, is a control person of the firm and directly owns between 50% and 75% of it.
Graeter Wealth Advisors, LLC is a Louisville, KY firm with $105M under management, 85 clients and 3 advisers in one office, as of its February 2026 filing.
Drew Graeter’s longest registration is the current one, 12 years at Graeter Wealth Advisors since 2014. Before joining Graeter Wealth Advisors in 2014, Drew Graeter was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- Graeter Wealth Advisors, LLCCurrent– present · 12 yearsLouisville, KY · Adviser representative · Firm CRD 170046
- Raymond James Financial Services Advisors, Inc– · 5 yearsLouisville, KY · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 6694
- Hilliard Lyons Asset Management– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 453
Investment adviser representative registrations
Drew Graeter is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2014; the most recent is Texas, in March 2016.
- KentuckySince 3 July 2014
- TexasResidentSince 11 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 July 2000 |
| Series 7 | General Securities Representative Examination | 13 July 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Drew Joseph Graeter
- CRD
- 4139416
- Firm
- Graeter Wealth Advisors · CRD 170046
- Role
- Managing Member
- Office
- 4360 BROWNSBORO ROAD, SUITE 211, Louisville, KY 40207
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Drew Graeter work?
Drew Graeter has been Managing Member of Graeter Wealth Advisors, LLC since March 2014, and is a control person of the firm.
Is Drew Graeter a financial advisor?
Yes. Drew Graeter has a current investment-adviser registration in Kentucky and Texas, through Graeter Wealth Advisors since July 2014.
How many years of experience does Drew Graeter have?
Drew Graeter has 22 years in the financial industry, since April 2004, across 4 adviser firms.
What exams has Drew Graeter passed?
Drew Graeter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2000.
Where did Drew Graeter work before Graeter Wealth Advisors?
Before Graeter Wealth Advisors, Drew Graeter was registered through Raymond James Financial Services Advisors, Inc, January 2009 to March 2014; Raymond James Financial Services, August 2006 to January 2009; Hilliard Lyons Asset Management, January 2004 to August 2006.
Where is Drew Graeter based?
Drew Graeter’s registered office is in Louisville, KY.
Is Drew Graeter registered with FINRA?
No. Drew Graeter has no current broker registration.
How can I verify Drew Graeter’s record?
Search CRD 4139416 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Drew Graeter’s full registration record.