Ryan Patrick Drake
Investment adviser representative at Commonwealth Retirement Investments LLC
25 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$377MFirm assets
Are you Ryan Patrick Drake? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
25 years in the industry.
- Commonwealth Retirement Investments LLCJan 2020 to now
- Commonwealth Retirement InvJan 2017 to now
- Purshe Kaplan Sterling InvestmentsJan 2017 to now
- Lincoln Financial Advisors Corp.Jul 2001 to Jan 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
Commonwealth Retirement Investments LLC
$377MAssets managed
337Clients
3Advisers
9 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
- 4416994
- Firm CRD
- 285998