Principal Financial Advisor · Yardley Wealth Management LLC
Maureen C. Donahue
CRD 6185503 · Named on Form ADV at one SEC-registered adviser
At a glance
Yardley Wealth Management LLC, an SEC-registered wealth manager based in Yardley, PA with $232 million in regulatory assets, lists Maureen C. Donahue on its Form ADV as Principal Financial Advisor.
Firms and roles
- Yardley Wealth Management LLCPrincipal Financial AdvisorWealth manager · Yardley, PA · $232M in regulatory assets
AtlasMembers
Maureen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Maureen’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
- 2 firmsLocked
- 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.
Colleagues named on the same filings
- Michael J. GarryFounder & Ceo/chief Compliance Officer/trustee, Yardley Wealth Management LLC
- Karen L. LynchChief Operating Officer, Yardley Wealth Management LLC
- Rachel A. GarryTrustee, Yardley Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maureen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.