Anthony Trindade
Investment adviser representative at Drake & Associates, LLC
11 yearsExperience
1 stateRegistered in
$607.3MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Drake & Associates, LLCJan 2026 to now
- Fullerton Financial PlanningMay 2023 to Dec 2025
- Kingdom Financial GroupMay 2023 to Dec 2025
- Charles SchwabDec 2021 to May 2023
- N/aJan 2021 to Dec 2021
- Grand Canyon UniversityDec 2020 to Dec 2021
- Joseph CampioneMar 2020 to Dec 2020
- UnemployedDec 2019 to Mar 2020
- N/aJan 2019 to Mar 2019
- Papa JohnsSep 2018 to Dec 2019
- Greenville Marketing SolutionsJan 2018 to Jul 2018
- Rogers Enterprises Inc.Sep 2017 to Dec 2017
- N/aJan 2017 to Sep 2017
- Taco BellFeb 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Drake & Associates, LLC
$607.3MAssets managed
3,401Clients
17Advisers
7 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
- 7463895
- Firm CRD
- 154854