Michael
Garry
Yardley Wealth Management LLC
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About this Advisor
Michael Garry is a financial advisor based in Morrisville, Pennsylvania, working with Yardley Wealth Management LLC. Michael has previously held positions at Yardley Estate Planning, LLC and Yardley Wealth Management, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Yardley Wealth Management LLC, which operates out of Morrisville, Pennsylvania. The firm has 2 offices and 7 employees. The firm manages assets totaling $147.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Yardley Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Yardley Wealth Management LLC Brokerage Details
$147,174,738
7
489
$300,971
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Garry Work History
Yardley Estate Planning, LLC
Yardley Wealth Managment, LLC
Disclosures
Please visit the SEC profile of Michael Garry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Yardley Wealth Management LLC
Morrisville, PA
Morrisville, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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