Michael Joseph Garry
Investment adviser representative at Yardley Wealth Management LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$231.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Yardley Estate Planning, LLCMay 2007 to now
- Yardley Wealth Management LLCDec 2005 to now
- Yardley Wealth Managment, LLCJan 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Yardley Wealth Management LLC
$231.6MAssets managed
169Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2026666
- Firm CRD
- 134311