Austin Drake, financial advisor Kansas City MO

Austin Drake

CRD Number: 6365082
Current Firm: Sterneck Capital Management LLC

Austin Drake (CRD# 6365082) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fbr Capital Markets & Company Los Angeles, CA Nov 2017 - Current 3
B. Riley & Company, LLC Los Angeles, CA Jun 2014 - Current 6
Unemployed Topeka, KS May 2014 - Jun 2014 < 1
University Of Kansas Lawrence, KS Aug 2010 - May 2014 3
B. Riley & Company, LLC Los Angeles, CA Dec 2013 - Jan 2014 < 1
Sterneck Capital Management Kansas City, MO Dec 2012 - Sep 2013 < 1
Renaissance Financial Kansas City, KS Aug 2012 - Dec 2012 < 1
Hoover Materials Handling Group Houston, TX May 2012 - Aug 2012 < 1
Rezolve Group Lawrence, KS Dec 2011 - May 2012 < 1
Shawnee Country Club Topeka, KS May 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Austin L. Drake
Phone Number: 816-531-2254
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $413,056
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CO, FL, IL, KS, MO, NE, NJ, NY, OK, TX

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