# Paul Sloate

> Paul Sloate is a fee-only financial advisor at Green Drake Advisors in Bryn Mawr, Pennsylvania. Green Drake Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-sloate/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Green Drake Advisors
- **Based in:** Bryn Mawr, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $8.4M across 29 accounts
- **CRD:** 1762480 (https://adviserinfo.sec.gov/individual/summary/1762480)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1987), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.greendrakeadvisors.com

## Frequently asked questions

### Is Paul Sloate a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Green Drake Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Green Drake Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Sloate based?

Paul Sloate is based in Bryn Mawr, Pennsylvania.

### Is Paul Sloate registered with the SEC?

Yes. Paul Sloate is registered as an investment adviser representative in PA (CRD 1762480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Green Drake Advisors manage?

Green Drake Advisors reports $8.4M across 29 accounts in assets under management.

### How do I contact Paul Sloate?

Through Paul's website, www.greendrakeadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1762480): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.