Unclaimed Profile

Colin Breuvart Drake

MARIN FINANCIAL ADVISORS LLC·LARKSPUR, California

Clean record23 years registeredMARIN FINANCIAL ADVISORS LLC

80 EAST SIR FRANCIS DRAKE BLVD, LARKSPUR, CA 94939CRD# 4550311Firm CRD# 135872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Colin Breuvart Drake · LARKSPUR, CA

Registration

CRD #4550311 · MARIN FINANCIAL ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Feb 2026 – present

MARIN FINANCIAL ADVISORS LLC

Feb 2018 – May 2026

LARKSPUR, CA

DRAKE WEALTH MANAGEMENT

Apr 2012 – Mar 2018

SAUSALITO, CA

FRIEDMAN & ASSOCIATES

Aug 2002 – Dec 2008

NOVATO, CA

Registrations & Exams

Registration record

First registered · August 20, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARIN FINANCIAL ADVISORS LLC

CRD 135872 · SEC 801-65355

AUM

$448M

Regulatory assets under management

Employees

495 client accounts

Services offered by MARIN FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARIN FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Colin Breuvart Drake offer?

Colin Breuvart Drake specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LARKSPUR, California for a consultation.

What are Colin Breuvart Drake's credentials?

Colin Breuvart Drake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colin Breuvart Drake located?

Colin Breuvart Drake is based in LARKSPUR, California, working with MARIN FINANCIAL ADVISORS LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.

How does Colin Breuvart Drake charge for services?

Colin Breuvart Drake's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARIN FINANCIAL ADVISORS LLC?

MARIN FINANCIAL ADVISORS LLC has approximately 2 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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