Michael Yacavone

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 12/2018
  United States Marine Corps
  Jacksonville, NC
• 04/2020 → 07/2020
  Lowe's
  Winter Garden, FL
• 06/2021 → 03/2022
  Corona Cigar Company
  Orlando, FL
• 02/2022 → 09/2023
  Action Audio Visual
  Leesburg, FL
• 04/2023 → 09/2023
  Perez-Calhoun Law Firm
  Winter Park, FL
• 10/2023 → 02/2024
  New York Life Insurance Company
  Maitland, FL
• 02/2024 → 01/2026
  Nylife Securities Llc
  Maitland, FL
• 01/2019 → 03/2020
  Valencia Community College
  Orlando, FL
• 08/2020 → 10/2023
  University Of Central Florida
  Orlando, FL
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24
• S63 Uniform Securities Agent State Law Examination
  2025-01-27

Other Names

• Michael Wyatt Yacavone