David Yormick has been Managing Member & Chief Compliance Officer of Bison Wealth Management since January 2026, is a control person of the firm and directly owns 75% or more of it. David Yormick holds a Bachelor of Science in Finance and French from Canisius College.
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.
David M. Yormick is with Bison Wealth Management, LLC, which Yormick founded in 2003 after leaving Morgan Stanley. Yormick began in financial services in 1995 and in 1997 became a registered Financial Advisor in Morgan Stanley's Alexandria, VA office. From 2020 to 2026 Yormick worked with Summit Capital before relaunching Bison Wealth Management, LLC, and focuses on retirement planning, portfolio management, tax strategies, and insurance and estate planning.
David Yormick’s longest registration was 12 years at Bison Wealth Management, LLC (2007–2019). Before joining Bison Wealth Management in 2026, David Yormick was registered through Summit Capital Inc. and Bison Wealth Management, LLC.
- Bison Wealth Management, LLCCurrent– present · under a yearLyndhurst, OH · Adviser representative · Firm CRD 340724
- Summit Capital Inc.– · 6 yearsPepper Pike, OH · Adviser representative · Firm CRD 121335
- Bison Wealth Management, LLC– · 12 yearsLyndhurst, OH · Adviser representative · Firm CRD 123996
- Bison Wealth Management, Inc.– · 3 yearsCleveland, OH · Adviser representative · Firm CRD 123996
- Morgan Stanley– · 5 yearsAlexandria, VA · Adviser representative · Firm CRD 7556
Professional designations
Listed by Bison Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
David Yormick is registered as an investment adviser representative in 2 states. The first approvals date from March 2026; the most recent is Texas, in September 2026.
- OhioSince 2 March 2026
- TexasSince 3 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 10 April 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 1996 |
| Series 7 | General Securities Representative Examination | 30 September 1996 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Michael Yormick
- CRD
- 2294565
- Firm
- Bison Wealth Management · CRD 340724
- Role
- Managing Member & Chief Compliance Officer
- Office
- 5010 MAYFIELD ROAD, SUITE 201, Lyndhurst, OH 44124
- Registration
- Investment adviser registration
- In the industry since
- June 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bisonllc.com
Where does David Yormick work?
David Yormick has been Managing Member & Chief Compliance Officer of Bison Wealth Management, LLC since January 2026, and is a control person of the firm.
Is David Yormick a financial advisor?
Yes. David Yormick has a current investment-adviser registration in Ohio and Texas, through Bison Wealth Management since March 2026.
How many years of experience does David Yormick have?
David Yormick has 29 years in the financial industry, since June 1997, across 4 adviser firms.
What exams has David Yormick passed?
David Yormick has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in September 1996.
Where did David Yormick work before Bison Wealth Management?
Before Bison Wealth Management, David Yormick was registered through Bison Wealth Management, LLC (CRD 123996), January 2007 to December 2019; Bison Wealth Management, Inc. (CRD 123996), January 2003 to December 2006; Morgan Stanley, April 1997 to January 2003.
Where is David Yormick based?
David Yormick’s registered office is in Lyndhurst, OH.
Is David Yormick registered with FINRA?
No. David Yormick has no current broker registration.
Is David Yormick a CFP?
Bison Wealth Management lists David Yormick with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Yormick’s record?
Search CRD 2294565 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Yormick’s full registration record.