Unclaimed Profile

Taylor Evan Drake

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

Series 7, Series 24, Series 63Clean record23 years registeredAPELLA CAPITAL, LLC

65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 2958978Firm CRD# 171106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Taylor Evan Drake · WEST HARTFORD, CT

Registration

CRD #2958978 · APELLA CAPITAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Jan 2022 – present

METRIST WEALTH ADVISORS

Feb 2019 – Mar 2022

LAKE OSWEGO, OR

AVIER WEALTH ADVISORS

Apr 2012 – Apr 2019

BELLEVUE, WA

RETIREMENT ASSET MANAGEMENT, LLC

Jan 2012 – Jun 2012

BELLEVUE, WA

PROVEST CAPITAL MANAGEMENT LLC

Jul 2010 – Jun 2012

LAKE OSWEGO, OR

BEACON ROCK MANAGEMENT, LLC

Sep 2006 – Oct 2006

PORTLAND, OR

BEACON ROCK CAPITAL PARTNERS LLC

Mar 2006 – Sep 2006

PORTLAND, OR

BEACON ROCK CAPITAL, LLC

Mar 2006 – Oct 2006

PORTLAND, OR

WS GRIFFITH SECURITIES, INC.

May 2003 – Aug 2003

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · May 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Taylor Evan Drake offer?

Taylor Evan Drake specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Taylor Evan Drake's credentials?

Taylor Evan Drake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Taylor Evan Drake located?

Taylor Evan Drake is based in WEST HARTFORD, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Taylor Evan Drake charge for services?

Taylor Evan Drake's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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