Bradford W. Yeakle

MY WEALTH MANAGEMENT,

Germantown, MD 20876

Some features on this profile are disabled

CRD#: 6921341

Professional summary

Bradford Wayne Yeakle, who also goes by Bradford Yeakle, is a registered financial advisor currently at MY WEALTH MANAGEMENT, INC located in Germantown, Maryland.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bradford has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradford 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Wayne 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

February 8, 2024 - Present

MY WEALTH MANAGEMENT, INC

Office #1: 12410 Milestone Center Drive Suite 175, Germantown, MD 20876

RIA

CRD#: 168566

Germantown, MD

Past

May 22, 2019 - February 6, 2024

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

Owings Mills, MD

Past

April 5, 2018 - February 6, 2024

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

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".

MY WEALTH MANAGEMENT, INC

MCGLAUGHLIN YEAKLE | MY WEALTH MANAGEMENT, INC. | MY WEALTH MANAGEMENT, INC

CRD#: 168566 / SEC#: 801-78477

RIA

Registered Investment Advisory firm - (9/6/2013 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

Maryland
(2/8/2024)

IAR

Texas
(11/8/2024)

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: 5/21/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/18/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/5/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MY WEALTH MANAGEMENT, INC

MCGLAUGHLIN YEAKLE | MY WEALTH MANAGEMENT, INC. | MY WEALTH MANAGEMENT, INC

CRD#: 168566 / SEC#: 801-78477

RIA

Registered Investment Advisory firm - (9/6/2013 Approved)

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

12410 Milestone Center Drive Suite 175, Germantown, MD 20876

Mailing Address

Phone number

(301) 330-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/29/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 156,182,000

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Eric Bailey

OSAIC WEALTH, INC.

IAR

SILVER SPRING, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradford W. Yeakle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Wayne Yeakle's CRS (Customer Relationship Summary).

Certified licenses

Experience

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

MY WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2019

Series 63

Date: 4/18/2018

Series 7TO

Date: 4/29/2019

SIE

Date: 10/1/2018

Series 6

Date: 4/5/2018

Current Firm

MY WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MY WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

Similar Advisors