Unclaimed Profile

Anthony Samuel Drake

DRAKE & ASSOCIATES, LLC·WAUKESHA, Wisconsin

Clean recordDRAKE & ASSOCIATES, LLC

2212 E. MORELAND BLVD SUITE 200, WAUKESHA, WI 53186CRD# 4637793Firm CRD# 154854

Profile Verification

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

Identity

Anthony Samuel Drake · WAUKESHA, WI

Registration

CRD #4637793 · DRAKE & ASSOCIATES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anthony Samuel Drake is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with DRAKE & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DRAKE & ASSOCIATES, LLC

AUM

$313M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DRAKE & ASSOCIATES, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4637793

Firm CRD# 154854

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anthony Samuel Drake offer?

Anthony Samuel Drake specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Anthony Samuel Drake's credentials?

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

Where is Anthony Samuel Drake located?

Anthony Samuel Drake is based in WAUKESHA, Wisconsin, working with DRAKE & ASSOCIATES, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.

How does Anthony Samuel Drake charge for services?

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

How large is DRAKE & ASSOCIATES, LLC?

DRAKE & ASSOCIATES, LLC has approximately 25 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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