Timothy Ryan Drake

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

10 years in the industry.

1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
2. UnemployedDec 2025 to Apr 2026
3. United Energy Services / Vitality Consulting GroupOct 2025 to Nov 2025
4. UnemployedSep 2025 to Sep 2025
5. Somerset CountyJul 2025 to Aug 2025
6. UnempoyedJun 2025 to Jul 2025
7. University of DelawareAug 2024 to May 2025
8. Rita's Italian IceMar 2024 to Aug 2024
9. University of DelawareAug 2023 to May 2024
10. Rita's Italian IceMar 2023 to Sep 2023
11. University of DelawareAug 2022 to May 2023
12. Oak Crest Day CampJun 2022 to Aug 2022
13. University of DelawareAug 2021 to May 2022
14. Oak Crest Day CampJun 2021 to Aug 2021
15. St. Thomas Aquinas High SchoolSep 2020 to Jun 2021
16. Cedar Hill Pool ClubJun 2020 to Aug 2020
17. St. Thomas Aquinas High SchoolSep 2019 to Jun 2020
18. Cedar Hill Pool ClubJun 2019 to Aug 2019
19. St. Thomas Aquinas High SchoolSep 2018 to Jun 2019
20. UnemployedJun 2018 to Aug 2018
21. St. Thomas Aquinas High SchoolSep 2017 to Jun 2018
22. UnemployedJun 2017 to Aug 2017
23. St. Matthias SchoolSep 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

8260993

Firm CRD

7691