Nicholas S. Yeakle

TIMONIER

Winston Salem, NC 27106

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CRD#: 6455373

Professional summary

Nicholas Scott Yeakle, who also goes by Nicholas Yeakle, Nick Yeakle, is a registered financial advisor currently at TIMONIER located in Winston Salem, North Carolina and NOBLEYIELD located in Mechanicsburg, Pennsylvania.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nicholas has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Yeakle | Nick Yeakle

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.

1.) Noble Yield Wealth Management, LLC; Investment Related; Camp Hill, PA; RIA; Self Employed; Start Date 10/2021; Approximately 40 hours/month devoted to this business with the majority of time during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Scott Yeakle'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®

None

Experience

Current

October 29, 2024 - Present

TIMONIER

Office #1: 121 Reynolda Village Suite B, Winston Salem, NC 27106

RIA

CRD#: 150748

Winston Salem, NC

Current

July 2, 2025 - Present

NOBLEYIELD

RIA

CRD#: 317757

MECHANICSBURG, PA

Past

November 30, 2022 - December 2, 2024

AUA PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 323621

WEST CONSHOHOCKEN, PA

Past

July 11, 2022 - April 10, 2024

MPB WEALTH MANAGEMENT, LLC

RIA

CRD#: 308149

Camp Hill, PA

Past

February 4, 2022 - December 11, 2024

NOBLEYIELD

RIA

CRD#: 317757

Camp Hill, PA

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".

TIMONIER

TIMONIER | TIMONIER FAMILY OFFICE, LTD.

CRD#: 150748 / SEC#: 801-70341

RIA

Registered Investment Advisory firm - (6/29/2009 Approved)

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

North Carolina
(10/29/2024)

IAR

Pennsylvania
(7/2/2025)

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 65

Date: 10/2/2021

Uniform Investment Adviser Law Examination

Current Firm

TIMONIER

TIMONIER | TIMONIER FAMILY OFFICE, LTD.

CRD#: 150748 / SEC#: 801-70341

RIA

Registered Investment Advisory firm - (6/29/2009 Approved)

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Contact information

Main Address

121 Reynolda Village Suite B, Winston Salem, NC 27106

Mailing Address

Phone number

(336) 725-5010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (3/12/2025)

Regulatory assets under management

Total Number of Accounts	758
AUM (Assets Under Management)	$ 388,829,076

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.

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Nicholas S. Yeakle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Scott Yeakle's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIMONIER

NOBLEYIELD

AUA PRIVATE WEALTH ADVISORS, LLC

MPB WEALTH MANAGEMENT, LLC

NOBLEYIELD

Primary Firm SEC Registration

TIMONIER

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2021

Current Firm

TIMONIER

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIMONIER

TRUST BUT VERIFY

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