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Matthew Adam Yanni

YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC·WEXFORD, Pennsylvania
Clean recordYANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
2000 CORPORATE DRIVE, WEXFORD, PA 15090CRD# 2767573Firm CRD# 142913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Adam Yanni · WEXFORD, PA
Registration
CRD #2767573 · YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Adam Yanni is a registered financial advisor based in WEXFORD, Pennsylvania, affiliated with YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
AUM
$141M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2767573
Firm CRD# 142913
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Adam Yanni offer?
Matthew Adam Yanni specializes in Investment Management. Contact their office in WEXFORD, Pennsylvania for a consultation.
What are Matthew Adam Yanni's credentials?
Matthew Adam Yanni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Adam Yanni located?
Matthew Adam Yanni is based in WEXFORD, Pennsylvania, working with YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.
How does Matthew Adam Yanni charge for services?
Matthew Adam Yanni's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC?
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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