Emily
Drake

Hightower Advisors, LLC

CRD#1369282
Investment Advisor
in Cleveland, OH

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About this Advisor

Emily Drake is a financial advisor based in Cleveland, Ohio, working with Hightower Advisors, LLC. Emily has previously held positions at Wealthtrust Fairport, LLC and Hightower Advisors LLC. Emily has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Emily is part of Hightower Advisors, LLC, which operates out of Cleveland, Ohio. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

1350 Euclid Ave Suite 400
Cleveland, OH 44115

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

OH Average: $6,674,516,078
Total Number of Employees

1,816

OH Average: 44
Total Number of Accounts

178,256

OH Average: 2,564
Average Account Size

$730,631

OH Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Emily Drake Work History

2019 - Present (5 years)

Hightower Advisors LLC

2007 - Present (17 years)

Wealthtrust Fairport, LLC

Disclosures

Please visit the SEC profile of Emily Drake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hightower Advisors, LLC

Michael Demarchena
Boca Raton, FL
Daniel Sperrazza
Buffalo, NY
Gregory Bogdan
Chicago, IL
Alexandra Emma
Naples, FL
Emily Lassiter
Birmingham, AL
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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