Maureen C. Donahue

YARDLEY WEALTH MANAGEMENT LLC

Yardley, PA 19067

Some features on this profile are disabled

CRD#: 6185503

Professional summary

Maureen Celeste Donahue, CFP®, who also goes by Maureen Celeste Gribb, Maureen Gribb, is a registered financial advisor currently at YARDLEY WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania.

Maureen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Maureen has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Life Transitions

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Maureen Celeste Gribb | Maureen Gribb

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maureen Celeste Donahue's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 31, 2023 - Present

YARDLEY WEALTH MANAGEMENT LLC

Office #1: 37 S. Main Street, Yardley, PA 19067

RIA

CRD#: 134311

Yardley, PA

Past

August 13, 2018 - May 22, 2024

ROCKWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 137481

NEW HOPE, PA

Past

May 23, 2016 - August 2, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PHILADELPHIA, PA

Past

April 11, 2016 - August 2, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PHILADELPHIA, PA

Past

June 4, 2014 - April 18, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEWARK, DE

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

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/23/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/4/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2014

General Securities Representative Examination

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	508
AUM (Assets Under Management)	$ 191,978,207

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Maureen C. Donahue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maureen Celeste Donahue's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROCKWOOD WEALTH MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

YARDLEY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2016

Series 63

Date: 8/4/2014

SIE

Date: 8/2/2018

Series 7

Date: 6/3/2014

Current Firm

YARDLEY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YARDLEY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

Similar Advisors