AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MC

Matthew F. Connors

Some features on this profile are disabled
CRD#: 1017261
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Francis Connors III, who also goes by Matthew Francis Connors, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1981. Matthew had worked at 14 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matthew Francis Connors

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 5, 2024 - July 28, 2025

YAYATI ASSET MANAGEMENT, LLC

RIA
CRD#: 324099
IRVINE, CA
Past

August 22, 2023 - July 24, 2024

PRESERVATION CAPITAL MANAGEMENT

RIA
CRD#: 324924
SANTA BARBARA, CA
Past

December 11, 2002 - May 11, 2012

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD
Past

January 13, 2001 - August 12, 2002

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

May 14, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

May 9, 1994 - April 29, 1996

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

September 10, 1993 - December 22, 1993

TNE INVESTMENT SERVICES CORPORATION

BD
CRD#: 14560
Past

April 5, 1991 - November 19, 1992

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

September 26, 1989 - November 30, 1990

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 27, 1988 - May 16, 1989

CRICO SECURITIES CORPORATION

BD
CRD#: 11286
Past

September 9, 1985 - February 5, 1988

OXFORD SECURITIES CORPORATION

BD
CRD#: 13903
Past

June 8, 1983 - October 10, 1985

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

December 23, 1981 - June 20, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/25/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


YA
YAYATI ASSET MANAGEMENT, LLC
YAYATI ASSET MANAGEMENT, LLC | YAYATI RIA LLC

CRD#: 324099 / SEC#:

California
Registered Investment Advisory firm - (5/19/2023 Approved)
New Jersey
Registered Investment Advisory firm - (11/30/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2082 Michelson Drive Suite 100, Irvine, CA 92612
Mailing Address
Phone number
(949) 996-3200
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 1,317,426

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


YAYATI ASSET MANAGEMENT, LLC

CRD#: 324099

TRUST BUT VERIFY

Monitor Matthew Connors

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics