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DY

David M. Yormick

BISON WEALTH MANAGEMENT
LYNDHURST, OH 44124
Some features on this profile are disabled
CRD#: 2294565
DY

Professional summary

David Michael Yormick is a registered financial advisor currently at BISON WEALTH MANAGEMENT, LLC located in Lyndhurst, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view David Michael Yormick's CRS (Customer Relationship Summary).

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

Current

March 2, 2026 - Present

BISON WEALTH MANAGEMENT, LLC

Office #1: 5010 Mayfield Road Suite 201, Lyndhurst, OH 44124
RIA
CRD#: 340724
LYNDHURST, OH
Past

November 20, 2019 - March 31, 2026

SUMMIT CAPITAL INC.

RIA
CRD#: 121335
PEPPER PIKE, OH
Past

January 27, 2009 - December 31, 2019

BISON WEALTH MANAGEMENT, LLC

RIA
CRD#: 123996
LYNDHURST, OH
Past

January 30, 2007 - December 31, 2008

BISON WEALTH MANAGEMENT, LLC

RIA
CRD#: 123996
BEACHWOOD, OH
Past

January 14, 2003 - December 31, 2006

BISON WEALTH MANAGEMENT, LLC

RIA
CRD#: 123996
CLEVELAND, OH
Past

April 22, 1997 - January 14, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ALEXANDRIA, VA
Past

October 1, 1996 - January 14, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 23, 1992 - December 14, 1992

DOMESTIC CAPITAL INCORPORATED

BD
CRD#: 24318
Past

November 23, 1992 - January 18, 1993

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

BD
CRD#: 22171

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(3/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/1/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/10/1997
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/30/1996
General Securities Representative Examination

Current Firm

BW
BISON WEALTH MANAGEMENT, LLC
BISON WEALTH MANAGEMENT, LLC

CRD#: 340724 / SEC#:

Ohio
Registered Investment Advisory firm - (3/2/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Lyndhurst, OH
Mailing Address
Phone number
(216) 849-8753
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

BISON WEALTH MANAGEMENT, LLC

CRD#: 340724Lyndhurst, OH 44124

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Contact information

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