ChooseAFinancialAdvisor.com
Advisors / Connecticut / Ridgefield
18yrs

Eric Drake

Financial advisor at RBC Capital Markets

Eric Drake has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Ridgefield, Connecticut. Eric has been with RBC Capital Markets since 2024; before that, Eric spent seven years at Morgan Stanley and five years at Wells Fargo Advisors. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.

One of 100 advisors with offices in Ridgefield, and one of 89 fiduciaries.

Ridgefield, CTFiduciary advisor

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
OfficeRidgefield, CT
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?2 states

Services through RBC Capital Markets

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Oct 2024 – now
  2. 2017 – 2024
    Morgan StanleyPreviously
  3. 2012 – 2017
  4. Jun 2010 – May 2012
    Chase Investment Services Corp.Previously
  5. Mar 2009 – Jun 2010
    MerrillPreviously
  6. Jan 2009 – Feb 2009
    MerrillPreviously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call RBC Capital Markets at (212) 858-7000 and ask for Eric Drake. Eric works from the Ridgefield, CT office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.

What licenses does Eric hold?

Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Merrill
45yrs
John Doscher
Financial advisor
63 Copps Hill Rd
Ridgefield, CT 06877
Top advisor by experience in Ridgefield
InvestingRetirement plans
Call Directions
Merrill
45yrs
James Montalto
Financial advisor
63 Copps Hill Rd
Ridgefield, CT 06877
Top 1% by experience in Connecticut
Fiduciary
Call Directions
Merrill
43yrs
Timothy Nuland
Financial advisor
63 Copps Hill Rd
Ridgefield, CT 06877
Top 2% by experience in Connecticut
Fiduciary
Call Directions
Merrill
42yrs
Richard Porco
Financial advisor
63 Copps Hill Rd
Ridgefield, CT 06877
Top 2% by experience in Connecticut
Fiduciary
Call Directions
Morgan Stanley
42yrs
Henry Cooperman
Financial advisor
90 Grove Street
Ridgefield, CT 06877
Top 3% by experience in Connecticut
Fiduciary
Call Directions
Morgan Stanley
40yrs
Michael Weiss
Financial advisor
90 Grove Street
Ridgefield, CT 06877
Top 4% by experience nationwide
Fiduciary
Call Directions

See all advisors near Ridgefield