Unclaimed Profile

Mimi Keller Drake

PERMIT CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania

Series 6, Series 63Clean record4 years registeredPERMIT CAPITAL ADVISORS, LLC

100 FRONT STREET, WEST CONSHOHOCKEN, PA 19428CRD# 2667357Firm CRD# 157723

Profile Verification

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

Identity

Mimi Keller Drake · WEST CONSHOHOCKEN, PA

Registration

CRD #2667357 · PERMIT CAPITAL ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

May 2022 – present

PERMIT CAPITAL ADVISORS, LLC

May 2022 – May 2022

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · May 12, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERMIT CAPITAL ADVISORS, LLC

CRD 157723 · SEC 801-72367

AUM

$1.6B

Regulatory assets under management

Employees

78 client accounts

Services offered by PERMIT CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at PERMIT CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mimi Keller Drake offer?

Mimi Keller Drake specializes in Investment Management, Retirement Planning. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Mimi Keller Drake's credentials?

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

Where is Mimi Keller Drake located?

Mimi Keller Drake is based in WEST CONSHOHOCKEN, Pennsylvania, working with PERMIT CAPITAL ADVISORS, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Mimi Keller Drake charge for services?

Mimi Keller Drake's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERMIT CAPITAL ADVISORS, LLC?

PERMIT CAPITAL ADVISORS, LLC has approximately 14 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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