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Timothy Drake

Pegasus Management Services L.L.C.

King Of Prussia, PA

West Chester, PA

CRD 3208619

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Employer firm

Pegasus Management Services L.l.c. CRD 314533

$38.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pegasus Management Services L.L.C.

King Of Prussia, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-06-11
  • PA RA
    APPROVED
    Since 2021-06-11

Branch Locations

King Of Prussia, PA • United States

West Chester, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group Malvern PA 01/1999 11/2019
Self-Employed West Chester PA 12/2019 01/2021
Sowell Management North Little Rock AR 02/2021 07/2021
Pegasus Management Services L.L.C. King Of Prussia PA 05/2021 Present
Previous Registrations
  • 2021-02-12 → 2021-07-01
    Sowell Management
    King Of Prussia, PA
    North Little Rock, AR
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-21
  • S65 Uniform Investment Adviser Law Examination
    2020-10-21
Other Names
  • Timothy C Drake

View on SEC IAPD

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