Drew Graves has been an investment adviser representative at IDB Lido Wealth since June 2025, and is not listed among the firm’s executive officers or direct owners.
Idb Lido Wealth, LLC is a New York, NY firm with $478M under management, 209 clients and 9 advisers across 3 offices, as of its July 2026 filing.
Drew Graves’ longest registration was 4 years at J.P. Morgan Securities LLC (2020–2025). Before joining IDB Lido Wealth in 2025, Drew Graves was registered through J.P. Morgan Securities LLC.
- Idb Lido Wealth, LLCCurrent– present · 1 yearNew York, NY · Adviser representative · Firm CRD 322488
- J.P. Morgan Securities LLC– · 4 yearsNew York, NY · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Drew Graves is registered as an investment adviser representative in 4 states. The first approvals date from June 2025; the most recent is Florida, in July 2025.
- CaliforniaSince 27 June 2025
- FloridaSince 14 July 2025
- New JerseySince 27 June 2025
- New YorkSince 27 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 June 2020 |
| Series 7TO | General Securities Representative Examination | 18 May 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 April 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 April 2014 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6312372
- Firm
- IDB Lido Wealth · CRD 322488
- Office
- 1114 6TH AVENUE, 9TH FLOOR, New York, NY 10036
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Drew Graves work?
Drew Graves is an investment adviser representative registered through Idb Lido Wealth, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Drew Graves a financial advisor?
Yes. Drew Graves has a current investment-adviser registration in California, Florida, New Jersey and New York, through IDB Lido Wealth since June 2025.
How many years of experience does Drew Graves have?
Drew Graves has 12 years in the financial industry, since April 2014, across 2 adviser firms.
What exams has Drew Graves passed?
Drew Graves has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 66. The earliest, the Series 6, was passed in April 2014. FINRA credited Drew Graves with the SIE, which began in October 2018.
Where did Drew Graves work before IDB Lido Wealth?
Before IDB Lido Wealth, Drew Graves was registered through J.P. Morgan Securities LLC, October 2020 to June 2025.
Where is Drew Graves based?
Drew Graves’ registered office is in New York, NY.
Is Drew Graves registered with FINRA?
No. Drew Graves has no current broker registration.
How can I verify Drew Graves’ record?
Search CRD 6312372 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Drew Graves’ full registration record.
- Iynkaran KanapathipillaiChief Executive Officer
- Tina MitchellChief Compliance Officer
- Sagy AserafDirector and Manager
- Jason LeeDirector and Manager
- Avner MendelsonDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager