Taylor E. Drake

APELLA WEALTH

Lake Oswego, OR 97035

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CRD#: 2958978

Professional summary

Taylor Evan Drake, CPWA® is a registered financial advisor currently at APELLA WEALTH located in Lake Oswego, Oregon.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Taylor has worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

OCCASSIONALLY PROVIDE INVESTMENT RELATED EXPERT TESTIMONY AND CONSULTING IN ARBITRATION AND LEGAL PROCEEDINGS. APPROXIMATELY 10-20 HOURS PER MONTH ON AVERAGE ARE DEDICATED TO THIS ACTIVITY. MOST OF THIS TIME IS OUTSIDE OF NORMAL TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Evan Drake's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2016-03-08

Expire date: 2024-01-31

Experience

Current

January 19, 2022 - Present

APELLA WEALTH

Office #1: 4900 Meadows Road Suite 100, Lake Oswego, OR 97035

RIA

CRD#: 171106

Lake Oswego, OR

Past

February 8, 2019 - March 28, 2022

METRIST WEALTH ADVISORS

RIA

CRD#: 300037

LAKE OSWEGO, OR

Past

April 16, 2012 - April 12, 2019

AVIER WEALTH ADVISORS

RIA

CRD#: 161077

BELLEVUE, WA

Past

January 23, 2012 - June 28, 2012

RETIREMENT ASSET MANAGEMENT, LLC

RIA

CRD#: 140866

BELLEVUE, WA

Past

July 30, 2010 - June 28, 2012

PROVEST CAPITAL MANAGEMENT LLC

RIA

CRD#: 153702

LAKE OSWEGO, OR

Past

September 22, 2006 - October 27, 2006

BEACON ROCK MANAGEMENT, LLC

RIA

CRD#: 108223

PORTLAND, OR

Past

March 17, 2006 - September 25, 2006

BEACON ROCK CAPITAL PARTNERS LLC

RIA

CRD#: 137364

PORTLAND, OR

Past

March 17, 2006 - October 27, 2006

BEACON ROCK CAPITAL, LLC

RIA

CRD#: 111384

PORTLAND, OR

Past

May 5, 2003 - August 4, 2003

WS GRIFFITH SECURITIES, INC.

RIA

CRD#: 10410

PORTLAND, OR

Past

April 18, 2001 - August 4, 2003

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

October 21, 1997 - January 3, 2001

PORTLAND INVESTMENT SERVICES, INC.

CRD#: 28640

LAKE OSWEGO, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

APELLA WEALTH

APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC

CRD#: 171106 / SEC#: 801-79650

RIA

Registered Investment Advisory firm - (4/29/2014 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/19/2022)

IAR

Oregon
(1/26/2022)

IAR

Texas
(7/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/25/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/16/1997

General Securities Principal Examination

Current Firm

APELLA WEALTH

APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC

CRD#: 171106 / SEC#: 801-79650

RIA

Registered Investment Advisory firm - (4/29/2014 Approved)

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Contact information

Main Address

65 Memorial Drive Suite C340, West Hartford, CT 06107

Mailing Address

Phone number

(860) 785-2260

Established

Firm type

Fiscal year end

# of Employees

140

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APELLA WEALTH PART 2A OCTOBER 2025 (10/28/2025)

Regulatory assets under management

Total Number of Accounts	19,172
AUM (Assets Under Management)	$ 7,953,076,688

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
03/29/2024	Cover Page	Report
04/30/2023	Cover Page	Report

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.

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Taylor E. Drake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Evan Drake's CRS (Customer Relationship Summary).

Certified licenses

Experience

METRIST WEALTH ADVISORS

AVIER WEALTH ADVISORS

RETIREMENT ASSET MANAGEMENT, LLC

PROVEST CAPITAL MANAGEMENT LLC

BEACON ROCK MANAGEMENT, LLC

BEACON ROCK CAPITAL PARTNERS LLC

BEACON ROCK CAPITAL, LLC

WS GRIFFITH SECURITIES, INC.

WS GRIFFITH SECURITIES, INC.

PORTLAND INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

APELLA WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 2/25/1998

Series 7

Date: 10/20/1997

Series 24

Date: 12/16/1997

Current Firm

APELLA WEALTH

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

APELLA WEALTH

TRUST BUT VERIFY

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