Robert Draper has been Chief Compliance Officer of McAlvany Wealth Management since January 2018, is a control person of the firm and directly owns under 5% of it. Robert Draper holds a Bachelor's of Science in Accountancy from the University of Denver.
McAlvany Wealth Management, LLC is a Durango, CO firm with $224M under management, 664 clients and 5 advisers in one office, as of its September 2026 filing.
Robert Draper is Compliance Officer and MAPS Client Portfolio Manager of MWM. He has 29 years of experience in the financial services industry, starting in 1989 as a precious metals broker with ICA. He later became VP of sales and marketing for an institutional 3rd party sales and marketing firm and worked in trading and back office support at Charles Schwab's Advisor Services. Before joining MWM, he worked with Chuck Deeds at Deeds Select Advisors as a trader and head of operations.
Robert Draper’s longest registration is the current one, 8 years at McAlvany Wealth Management since 2018. Before joining McAlvany Wealth Management in 2018, Robert Draper was registered through Deeds Select Advisors Inc.
- – present · 8 yearsDurango, CO · Adviser representative · Firm CRD 146021
- Deeds Select Advisors Inc.– · 6 yearsLeawood, KS · Adviser representative · Firm CRD 151416
Investment adviser representative registrations
Robert Draper is registered as an investment adviser representative in 2 states. The first approvals date from March 2018; the most recent is Alabama, in April 2024.
- AlabamaSince 10 April 2024
- ColoradoSince 2 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2010 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 24 May 2007 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 14 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 2004 |
| Series 7 | General Securities Representative Examination | 19 June 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 April 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Keith Draper
- CRD
- 1707864
- Firm
- McAlvany Wealth Management · CRD 146021
- Role
- Chief Compliance Officer
- Office
- 166 TURNER DR, Durango, CO 81301
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcalvany.com
Where does Robert Draper work?
Robert Draper has been Chief Compliance Officer of McAlvany Wealth Management, LLC since January 2018, and is a control person of the firm.
Is Robert Draper a financial advisor?
Yes. Robert Draper has a current investment-adviser registration in Alabama and Colorado, through McAlvany Wealth Management since February 2018.
How many years of experience does Robert Draper have?
Robert Draper has 15 years in the financial industry, since March 2011, across 2 adviser firms.
What exams has Robert Draper passed?
Robert Draper has passed 6 licensing exams: the Series 6, Series 7, Series 63, Series 9, Series 10 and Series 65. The earliest, the Series 6, was passed in April 1989.
Where did Robert Draper work before McAlvany Wealth Management?
Before McAlvany Wealth Management, Robert Draper was registered through Deeds Select Advisors Inc., January 2010 to December 2016.
Where is Robert Draper based?
Robert Draper’s registered office is in Durango, CO.
Is Robert Draper registered with FINRA?
No. Robert Draper has no current broker registration.
How can I verify Robert Draper’s record?
Search CRD 1707864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Draper’s full registration record.
