Sarah Whaley Drake
Investment adviser representative at Northeast Planning Associates, Inc.
10 yearsExperience
2 statesRegistered in
$414MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Northeast Planning Associates, Inc.Jul 2021 to now
- LPL Financial, LLCJul 2021 to now
- Lincoln FinancialMar 2020 to Jul 2021
- The Cigna GroupApr 2019 to Mar 2020
- Town of RaymondMay 2016 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Northeast Planning Associates, Inc.
$414MAssets managed
959Clients
74Advisers
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
- 5398576
- Firm CRD
- 131406