Matthew Yanni has been Principal & CCO of Yanni & Associates Investment Advisors since December 2006, is a control person of the firm and directly owns 75% or more of it.
Yanni & Associates Investment Advisors, LLC is a Wexford, PA firm with $173M under management, 109 clients and 1 adviser in one office, as of its January 2026 filing.
Matthew A. Yanni founded Yanni & Associates Investment Advisors, LLC (YAIA) in January 2007. Before starting the firm he was an Investment Advisor with PNC's Wealth Management Group, and earlier spent a few years in PNC's Equity Strategy and Investment Research Groups. At YAIA he is responsible for managing the clients' overall relationship.
- – present · 19 yearsWexford, PA · Adviser representative · Firm CRD 142913
Investment adviser representative registrations
Matthew Yanni is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2007; the most recent is Texas, in May 2015.
- PennsylvaniaSince 7 February 2007
- TexasResidentSince 14 May 2015
Examinations
No examinations are on Matthew Yanni’s record.
- Full name
- Matthew Adam Yanni
- CRD
- 2767573
- Firm
- Yanni & Associates Investment Advisors · CRD 142913
- Role
- Principal & CCO
- Office
- 2000 CORPORATE DRIVE, SUITE 450, Wexford, PA 15090
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yanniassociates.com
Where does Matthew Yanni work?
Matthew Yanni has been Principal & CCO of Yanni & Associates Investment Advisors, LLC since December 2006, and is a control person of the firm.
Is Matthew Yanni a financial advisor?
Yes. Matthew Yanni has a current investment-adviser registration in Pennsylvania and Texas, through Yanni & Associates Investment Advisors since February 2007.
How many years of experience does Matthew Yanni have?
Matthew Yanni has 19 years in the financial industry, since February 2007, across 1 adviser firm.
Where is Matthew Yanni based?
Matthew Yanni’s registered office is in Wexford, PA.
Is Matthew Yanni registered with FINRA?
No. Matthew Yanni has no current broker registration.
How can I verify Matthew Yanni’s record?
Search CRD 2767573 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Yanni’s full registration record.