Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
12yrs
Drew Gress
Financial advisor at Cambridge Investment Research Advisors
Drew Gress has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Hunt Valley, Maryland. Drew has been with Cambridge Investment Research Advisors since 2021; before that, Drew spent a year at Securities America Advisors and a year at The Marshall Financial Group. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 646 advisors with offices in Hunt Valley, and one of 609 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office11019 McCormick Rd., Suite 260, Hunt Valley, MD 21031
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCambridge Investment Research Advisors, Inc.Current firm
- Sep 2020 – Nov 2021Securities America Advisors, Inc.Previously
- Feb 2018 – May 2019The Marshall Financial Group LLCPreviously
- 2016 – 2020SSN Advisory, Inc.Previously
- Nov 2015 – Dec 2016Hornor, Townsend & Kent, LLCPreviously
Contact Drew
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Drew. 11019 McCormick Rd., Suite 260Hunt Valley, MD 21031Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Drew
Tailored to Drew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Drew
How do I contact Drew?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Drew Gress. Drew works from the Hunt Valley, MD office.
How long has Drew been a financial advisor?
Drew has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Drew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Drew a fiduciary?
Drew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Drew paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Drew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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