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Michael Yoder

Investment Adviser Representative at Wells Fargo Advisors

Sewickley, PACRD #2510235Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
10

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Yoder is an investment adviser representative with Wells Fargo Advisors in Sewickley, PA, where they have been registered since 2014. They have worked in the securities industry since 1996 and have been registered with 6 firms, including UBS Financial Services Inc. and Clearbridge Advisors, LLC. They have passed 10 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Office

1606 Carmody Ct, Ste 401
Sewickley, PA 15143

Advisors at this office: 19

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
6 states and territories

Arkansas, Massachusetts, Oklahoma, Pennsylvania, Utah, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/5/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 8/9/1996
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 31
Futures Managed Funds Examination
Passed 12/7/2020
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/9/1995
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 27
Financial and Operations Principal Examination
Passed 7/17/2000
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 10/8/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wells Fargo AdvisorsCurrent
6/30/2014 – Sewickley, PA
Wells Fargo Clearing Services, LLCCurrent
6/19/2014 – Allison Park, PA
UBS Financial Services Inc.
9/16/2011 – 4/15/2014Baltimore, MD
Clearbridge Advisors, LLC
4/8/2008 – 9/22/2011Baltimore, MD
Ferris, Baker Watts Incorporated
7/6/2006 – 4/7/2008Baltimore, MD
Citigroup Global Markets Inc.
2/21/2006 – 7/18/2006Baltimore, MD
LEGG Mason WOOD Walker Inc
2/27/2002 – 2/21/2006Baltimore, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Advisors LLC
    Jun 2014 – Nov 2016Washington, DC
  2. Wells Fargo Clearing Services, LLC
    Nov 2016 – no end date reportedWashington, DC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wells Fargo Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment AdvisoryMobile BankingDigital Experience

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14,697
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-37967

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Wells Fargo Advisors

Showing 12 of 14,697 in the directory

View Wells Fargo Advisors firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Yoder has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Yoder (Wells Fargo Advisors) - Fees & Credentials