Michael J. Garry
YARDLEY WEALTH MANAGEMENT LLC
Yardley, PA 19067
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CRD#: 2026666
Professional summary
Michael Joseph Garry, AIF®, CFP® is a registered financial advisor currently at YARDLEY WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
Michael is a frequent expert contributor to financial publications, and has been quoted in The Wall Street Journal Money Magazine, Kiplinger's, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor and many other publications. As the Managing Member of Yardley Wealth Management, LLC, Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a member of the Financial Planning Association (FPA). In addition, he is a NAPFA-registered Financial Advisor. Married for over 20 years, Michael and his wife have three daughters. He has coached several of his daughters' Yardley Makefield Soccer (YMS), and YMCA soccer and basketball teams, and he has completed the Philadelphia Marathon, the Philadelphia Distance Run, the Broad Street Run, the American Cancer Society Bike-a-thon, the Irish Pub's Tour De Shore charity ride and the Philadelphia and Marsh Creek Triathlons. He finished the Quakerman Half Triathlon, which is a 71 mile race (1.2 mile swim, 56.7 mile bike, and 13.1 mile run), winning the Clydesdale division.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Managing member and Attorney for Yardley Estate Planning, LLC which provides legal services to prepare for the transfer of wealth upon death. Non-investment related; Since 5/2007; 2 hrs spent per week during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Garry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
December 9, 2005 - Present
YARDLEY WEALTH MANAGEMENT LLC
Office #1: 37 S. Main Street, Yardley, PA 19067RIA
CRD#: 134311
Yardley, PA
Past
February 5, 2004 - February 14, 2006
GLOBAL INVESTMENT MANAGEMENT
RIA
CRD#: 106251
PRINCETON, NJ
Past
January 25, 1999 - August 10, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
YARDLEY WEALTH MANAGEMENT LLC
YARDLEY WEALTH MANAGEMENT LLC
CRD#: 134311 / SEC#: 801-121464
RIA
Registered Investment Advisory firm - (6/10/2021 Approved)Florida
Registered Investment Advisory firm - (6/24/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/24/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/25/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(12/9/2005)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
YARDLEY WEALTH MANAGEMENT LLC
YARDLEY WEALTH MANAGEMENT LLC
CRD#: 134311 / SEC#: 801-121464
RIA
Registered Investment Advisory firm - (6/10/2021 Approved)Florida
Registered Investment Advisory firm - (6/24/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/24/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
37 S. Main Street, Yardley, PA 19067
Mailing Address
Phone number
(267) 573-1019
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 508 |
| AUM (Assets Under Management) | $ 191,978,207 |
Red Flags
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