Cerri Yormick has been an investment adviser representative at Bison Wealth Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
Bison Wealth Management, LLC is a Lyndhurst, OH firm with $131M under management, 160 clients and 3 advisers across 2 offices, as of its September 2026 filing.
- Bison Wealth Management, LLCCurrent– present · under a yearMiami, FL · Adviser representative · Firm CRD 340724
Investment adviser representative registrations
Cerri Yormick is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 15 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2026 |
| Series 66 | Uniform Combined State Law Examination | 14 October 2024 |
| SIE | Securities Industry Essentials Examination | 30 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cerri Stephen Yormick
- CRD
- 8323913
- Firm
- Bison Wealth Management · CRD 340724
- Office
- Miami, FL
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Cerri Yormick work?
Cerri Yormick is an investment adviser representative registered through Bison Wealth Management, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cerri Yormick a financial advisor?
Yes. Cerri Yormick has a current investment-adviser registration in Florida, through Bison Wealth Management since September 2026.
How many years of experience does Cerri Yormick have?
Cerri Yormick has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Cerri Yormick passed?
Cerri Yormick has passed 3 licensing exams: the SIE, Series 66 and Series 65. The earliest, the SIE, was passed in April 2024.
Where is Cerri Yormick based?
Cerri Yormick’s registered office is in Miami, FL.
Is Cerri Yormick registered with FINRA?
No. Cerri Yormick has no current broker registration.
How can I verify Cerri Yormick’s record?
Search CRD 8323913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cerri Yormick’s full registration record.
