Paul Sloate
Green Drake Advisors · Bryn Mawr, Pennsylvania
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.
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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 | $8.4M across 29 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1762480 |
| Exams passed | Series 63 (1987) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.greendrakeadvisors.com |
| Profile |
How Paul's firm compares
- Green Drake Advisors's average account is about $290,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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