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Matthew Adam Yanni

YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC·WEXFORD, Pennsylvania
Clean record19 years registeredYANNI & 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Feb 2007 – present
02

Registrations & Exams

Registration record
First registered · February 7, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
CRD 142913 · SEC 801-123404
AUM
$141M
Regulatory assets under management
Employees
3
372 client accounts
Services offered by YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC →
Introduction

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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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