Director of Finance · Adviceone Advisory Services, LLC
Janna L. Drake
CRD 7711094 · Named on Form ADV at one SEC-registered adviser
At a glance
Adviceone Advisory Services, LLC, an SEC-registered wealth manager based in Glastonbury, CT with $2.0 billion in regulatory assets, lists Janna L. Drake on its Form ADV as Director of Finance, a control person.
Firms and roles
- Adviceone Advisory Services, LLCDirector of FinanceWealth manager · Glastonbury, CT · $2.0B in regulatory assets
AtlasMembers
Janna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael P. GrossmanChief Compliance Officer, Adviceone Advisory Services, LLC
- Olivia K. GrossmanDirector of Operations, Adviceone Advisory Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.