Corey Yeap
Advisor at Vake Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 66
Experience Industry experience
2 years
Location
Remote
Vake Capital LLC
Independent
Total advisors
1Clients per advisor
12 TypicalAvg AUM per client
$42,000 Very LowHNW client ratio
8% TypicalAbout
Corey Yeap is a financial advisor with Vake Capital LLC and holds Series 65 and Series 66 designations. He has eight years of prior experience at Wells Capital Management and has been with Vake Capital since 2023. His industry experience totals two years in advisory roles. Vake Capital LLC offers discretionary portfolio management services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm uses an active tactical asset allocation strategy with mutual funds, ETFs, stocks, and bonds, typically managing client portfolios on a discretionary basis with periodic reviews.
Fee options
2.00% annually
Most active in
Corey Y has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
2 years of industry experience
Vake Capital LLC
2023 - Present • 3 years
Budapest
Unemployed
2019 - 2023 • 4 years
New York, NY
Wells Capital Management
2011 - 2019 • 8 years
New York, NY
Disclosures
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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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