DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Drew Louis Kootman

Cerity Partners LLCindependent RIAScottsdale, Az IA-onlyIAPD 6016341

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Drew Kootman

At current firm

0 y

since Dec 26, 2025

In the industry

14 y

since Feb 21, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cerity Partners LLC independent RIA current
since Dec 26, 2025 · New York, Ny
Petrichor Asset Management LLC unclassified
Jul 11, 2024 to Dec 5, 2025 · Phoenix, Az
Canopy Wealth Management independent RIA
Mar 14, 2022 to Jun 3, 2025 · Scottsdale, Az
Cerity Partners LLC independent RIA
Feb 23, 2021 to Jan 31, 2022 · Boston, Ma
Bainco International Investors LLC former
Jul 7, 2020 to Feb 4, 2021 · Boston, Ma
Northwestern Mutual Investment Services,LLC no RAUM
Mar 21, 2012 to Jun 9, 2015 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Petrichor Asset Management LLC to Cerity Partners LLC
left Dec 5, 2025, registered Dec 26, 2025 (21 days) · Other
Canopy Wealth Management to Petrichor Asset Management LLC
left Jun 3, 2025, registered Jul 11, 2024 (-327 days) · Other
Cerity Partners LLC to Canopy Wealth Management
left Jan 31, 2022, registered Mar 14, 2022 (42 days) · RIA to RIA
Bainco International Investors LLC to Cerity Partners LLC
left Feb 4, 2021, registered Feb 23, 2021 (19 days) · RIA to RIA · moved with a team
Northwestern Mutual Investment Services,LLC to Bainco International Investors LLC
left Jun 9, 2015, registered Jul 7, 2020 (1855 days) · Other

Signals

Drew Louis Kootman left Petrichor Asset Management Llc for Cerity Partners Llc (registered 2025-12-26)
Dec 5, 2025 · Advisor changed firm · fact
Drew Louis Kootman left Canopy Wealth Management for Petrichor Asset Management Llc (registered 2024-07-11)
Jun 3, 2025 · Advisor changed firm · fact
Drew Louis Kootman left Cerity Partners Llc for Canopy Wealth Management (registered 2022-03-14)
Jan 31, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address