Investment adviser representative · My Wealth Management, Inc.
Bradford W. Yeakle
CRD 6921341 · Germantown, MD
At a glance
Bradford W. Yeakle is an investment adviser representative with My Wealth Management, Inc. in Germantown, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bradford’s SEC record dates to 2019, about 7 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- My Wealth Management, Inc.Since February 2024Germantown, MD · $156M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bradford’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at My Wealth Management, Inc.
- Jeffrey W. YeakleGermantown · Certified Financial Planner, Chartered Financial Consultant
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