MY
CFA · CFP
MY
CFA · CFP

Matthew Adam Yanni

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
104 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$160.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Minimum Annual Fee:$2,500
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Location

2000 Corporate Drive, Suite 450, Wexford, PA, 15090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is licensed to sell life, long-term care, and short-term disability insurance products as an individual, not through his firm. He receives commission for these sales.

Employment History
Current Registrations
Yanni & Associates Investment Advisors, LLC
February 2007 - Present · 19 yrs
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.