Amy Garry has been an investment adviser representative at Yardley Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners.
Yardley Wealth Management LLC is a Yardley, PA firm with $232M under management, 169 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Amy Garry is a Financial Advisor at Yardley Wealth Management. She is the newest addition to the team, gaining hands-on experience in creating financial plans and analysis with the support of mentors Michael and Maureen.
- – present · under a yearYardley, PA · Adviser representative · Firm CRD 134311
Investment adviser representative registrations
Amy Garry is registered as an investment adviser representative in Pennsylvania, since December 2025.
- PennsylvaniaSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amy Willow Garry
- CRD
- 8015630
- Firm
- Yardley Wealth Management · CRD 134311
- Office
- 37 S. MAIN STREET, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yardleywealth.net
Where does Amy Garry work?
Amy Garry is an investment adviser representative registered through Yardley Wealth Management LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Amy Garry a financial advisor?
Yes. Amy Garry has a current investment-adviser registration in Pennsylvania, through Yardley Wealth Management since December 2025.
How many years of experience does Amy Garry have?
Amy Garry has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Amy Garry passed?
Amy Garry passed the Series 65 in December 2025.
Where is Amy Garry based?
Amy Garry’s registered office is in Yardley, PA.
Is Amy Garry registered with FINRA?
No. Amy Garry has no current broker registration.
How can I verify Amy Garry’s record?
Search CRD 8015630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Garry’s full registration record.
