Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience at Merrill Lynch, Pierce, Fenner & Smith
14yrs
Erin E Yake
Financial advisor at Sound Income Strategies
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 60% of advisors at Sound Income Strategies
Office1521 Concord Pike Suite 103 West, Wilmington, DE 19803
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Sound Income Strategies
Financial planningInvestment management for individuals and small businessesManaging mutual fundsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Nov 2025 – nowSound Income Strategies, LLCCurrent firm
- May 2025 – Oct 2025Cetera Investment Advisers LLCPreviously
- Oct 2024 – May 2025J.p. Morgan Securities LLCPreviously
- Aug 2023 – Sep 2024Ameriprise Financial Services, LLCPreviously
- 2015 – 2018Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Erin
Tailored to Erin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Erin
How do I contact Erin?
Call Sound Income Strategies at 954-487-1860 and ask for Erin E Yake. Erin works from the Wilmington, DE office.
How long has Erin been a financial advisor?
Erin has been in the industry since 2012, about 14 years. More experience than 60% of advisors at Sound Income Strategies.
What licenses does Erin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Erin a fiduciary?
Erin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erin paid?
Sound Income Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Erin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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