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Adam Sean Drake

HIGHLAND INVESTMENT ADVISORS LLC·PONTE VEDRA, Florida
Unclaimed Profile
466 TOWN PLAZA AVE, PONTE VEDRA, FL 32081CRD# 3234115Firm CRD# 141694
01

About

Adam Sean Drake is a registered financial advisor based in PONTE VEDRA, Florida, affiliated with HIGHLAND INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HIGHLAND INVESTMENT ADVISORS LLC
HIGHLAND INVESTMENT ADVISORS LLC
AUM
$314M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HIGHLAND INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3234115
Firm CRD# 141694
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Robert Regis Franskousky — PRIVATE WEALTH LLCJohn Karl Anderson — ANDERSON FINANCIAL PARTNERS, INC.Timothy J Anderson — ANDERSON FINANCIAL PARTNERS, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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