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Michael Yacavone

Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business

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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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Wells Fargo Clearing Services, LLCJan 2026 to now
  2. Nylife Securities LLCFeb 2024 to Jan 2026
  3. New York Life Insurance CompanyOct 2023 to Feb 2024
  4. Perez-calhoun Law FirmApr 2023 to Sep 2023
  5. Action Audio VisualFeb 2022 to Sep 2023
  6. Corona Cigar CompanyJun 2021 to Mar 2022
  7. University of Central FloridaAug 2020 to Oct 2023
  8. Lowe'sApr 2020 to Jul 2020
  9. Valencia Community CollegeJan 2019 to Mar 2020
  10. United States Marine CorpsMar 2015 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Wells Fargo Advisors

Legal name: Wells Fargo Clearing Services, LLC

$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
7780410
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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