Adam Sean Drake
Investment adviser representative at Highland Investment Advisors LLC
17 yearsExperience
6 statesRegistered in
CFADesignation
$368.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Highland Investment Advisors, LLCJan 2009 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 6 states (FL, ND, OR, TX, WA, WI).
Highland Investment Advisors LLC
$368.3MAssets managed
605Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3234115
- Firm CRD
- 141694