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Matthew V. Yannacci

BDO CAPITAL ADVISORS
CHICAGO, IL 60606
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CRD#: 7274076
MY
Matthew Vincent YannacciBDO CAPITAL ADVISORS

Professional summary

Matthew Vincent Yannacci is a registered financial professional currently at BDO CAPITAL ADVISORS, LLC located in Chicago, Illinois.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2020. Matthew has worked at 2 firms and has passed the Series 63, Series 66, Series 79TO, SIE and Series 7TO exams.

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) - BD

Click below to view Matthew Vincent Yannacci'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

June 26, 2026 - Present

BDO CAPITAL ADVISORS, LLC

Office #1: 225 W. Randolph Street Suite 2200, Chicago, IL 60606
BD
CRD#: 109679
CHICAGO, IL
Past

October 29, 2020 - March 3, 2021

MORGAN STANLEY

RIA
CRD#: 149777
Columbus, OH
Past

September 14, 2020 - March 3, 2021

MORGAN STANLEY

BD
CRD#: 149777
Columbus, OH

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(6/27/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/8/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/29/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/26/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/14/2020
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BC
BDO CAPITAL ADVISORS, LLC
BDO CAPITAL ADVISORS, LLC | TRENWITH SECURITIES, LLC | BDO CORPORATE FINANCE, LLC

CRD#: 109679 / SEC#: , 8-53100

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
330 North Wabash Suite 3200,, Chicago, IL 60611
Mailing Address
330 North Wabash Suite 3200,, Chicago, IL 60611
Phone number
(617) 442-7576
Established
Delaware since 12/14/1999
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
TRENWITH GROUP, LLCHOLDING COMPANY
FRANK, JASON REEDCEO/CCO4670322
HEAD, BLAKE JACKSONPRINCIPAL6611446
THORNTON, STEVEN LEEFINOP4496384

Red Flags

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Company Information

BDO CAPITAL ADVISORS, LLC

CRD#: 109679Chicago, IL 60606

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