AdvisorOS Directory
Claim Profile
Unclaimed Profile
AD

Adam Sean Drake

HIGHLAND INVESTMENT ADVISORS LLC·PONTE VEDRA, Florida
Series 7, Series 63, Series 65, Series 86, Series 87Clean record20 years registeredHIGHLAND INVESTMENT ADVISORS LLC
466 TOWN PLAZA AVE, PONTE VEDRA, FL 32081CRD# 3234115Firm CRD# 141694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Sean Drake · PONTE VEDRA, FL
Registration
CRD #3234115 · HIGHLAND INVESTMENT ADVISORS LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

HIGHLAND INVESTMENT ADVISORS LLC
Mar 2009 – present
MCSHERRY ANDERSON
Nov 2005 – Sep 2008
LAKE GENEVA, WI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Series 86
Series 87
Registration record
First registered · November 9, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGHLAND INVESTMENT ADVISORS LLC
CRD 141694 · SEC 801-120113
AUM
$314M
Regulatory assets under management
Employees
10
1,305 client accounts
Services offered by HIGHLAND INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HIGHLAND INVESTMENT ADVISORS LLC →
Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PONTE VEDRA?

Browse all registered financial advisors in PONTE VEDRA, Florida or claim this profile if it's yours.

Browse PONTE VEDRA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Adam Sean Drake offer?
Adam Sean Drake specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA, Florida for a consultation.
What are Adam Sean Drake's credentials?
Adam Sean Drake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Sean Drake located?
Adam Sean Drake is based in PONTE VEDRA, Florida, working with HIGHLAND INVESTMENT ADVISORS LLC. Their office serves clients in the PONTE VEDRA metropolitan area and surrounding communities.
How does Adam Sean Drake charge for services?
Adam Sean Drake's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHLAND INVESTMENT ADVISORS LLC?
HIGHLAND INVESTMENT ADVISORS LLC has approximately 10 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HIGHLAND INVESTMENT ADVISORS LLC

Kenneth Edward Karr
MEQUON, WI

More Advisors in PONTE VEDRA, Florida

Robert Regis Franskousky
PRIVATE WEALTH LLC·PONTE VEDRA, FL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile