AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PD

Patricia A. Drax

Some features on this profile are disabled
CRD#: 1112766
PD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Patricia Angela Drax, who also goes by Richardson Patricia Angela Drax, Patricia Angela Draxrichardson, Patricia Drax Pollak, Patricia Drax Richardson, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 1983. Patricia had worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richardson Patricia Angela Drax | Patricia Angela Draxrichardson | Patricia Drax Pollak | Patricia Drax Richardson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 1, 2006 - October 20, 2016

DRAX ASSET MANAGEMENT, LLC

RIA
CRD#: 112304
NORTH HAVEN, CT
Past

March 15, 2002 - December 31, 2005

DRAX ASSET MANAGEMENT, LLC

RIA
CRD#: 112304
NORTH HAVEN, CT
Past

October 24, 2001 - August 7, 2003

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

July 8, 2000 - October 24, 2001

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

July 19, 1991 - July 8, 2000

POLARIS FINANCIAL SERVICES, INC.

BD
CRD#: 14521
CONCORD, NH
Past

January 8, 1987 - December 20, 1990

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

April 25, 1984 - November 5, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

May 24, 1983 - January 24, 1984

WADDELL & REED

BD
CRD#: 866

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/11/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/2001
General Securities Principal Examination

Current Firm


DA
DRAX ASSET MANAGEMENT, LLC
DRAX ASSET MANAGEMENT, LLC | PATRICIA A. DRAX & COMPANY | DRAX, PATRICIA A.

CRD#: 112304 / SEC#: 801-60339

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
127 Washington Avenue East Building 2nd Floor, North Haven, CT, 06473
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DRAX ASSET MANAGEMENT, LLC

CRD#: 112304

TRUST BUT VERIFY

Monitor Patricia Drax

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics