Emily Drake, financial advisor Cleveland OH
96 score

Emily Drake

CRD Number: 1369282
Current Firm: Fairport Asset Management

Emily Drake (CRD# 1369282) is an Investment Advisor Representative working at Fairport Asset Management in Cleveland, OH and has over 30 years of experience in the finance industry. Emily Drake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealthtrust Fairport, LLC Cleveland, OH Dec 2007 - Current 8
Fairport Asset Management, LLC Cleveland, OH Oct 2001 - Nov 2007 6
Roulston Research Corp. Cleveland, OH Jan 2000 - Nov 2007 7
Roulston & Company, Inc. Cleveland, OH Jan 2000 - Nov 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
Contact Info for Emily A. Drake
Phone Number: 216-431-3000
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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