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Corey Y
Series 65, Series 66
Remote
Vake Capital LLC
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.
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