Maureen Celeste Donahue
Investment adviser representative at Yardley Wealth Management LLC
10 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
10 years in the industry.
- Yardley Wealth Management LLCOct 2023 to now
- Rockwood Wealth ManagementAug 2018 to Oct 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo AdvisorsApr 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
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
- 6185503
- Firm CRD
- 134311