Matthew Adam Yanni
Investment adviser representative at Yanni & Associates Investment Advisors, LLC
19 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$172.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Yanni & Associates Investment Advisors, LLCJan 2007 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Yanni & Associates Investment Advisors, LLC
$172.7MAssets managed
109Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2767573
- Firm CRD
- 142913