Bradford Yeakle has been an investment adviser representative at MY Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
My Wealth Management, Inc. is a Germantown, MD firm with $156M under management, 115 clients and 2 advisers in one office, as of its July 2026 filing.
Bradford Yeakle is Financial Planner of MY Wealth Management, based in Germantown, Maryland. He has over seven years of experience in the financial services industry and joined the firm in 2024, after serving as a financial consultant at T. Rowe Price. Yeakle works closely with pre-retirees and retirees on retirement income, Social Security timing and tax-efficient withdrawal strategies.
Bradford Yeakle’s longest registration was 4 years at T. Rowe Price Advisory Services, Inc. (2019–2024). Before joining MY Wealth Management in 2024, Bradford Yeakle was registered through T. Rowe Price Advisory Services, Inc.
- My Wealth Management, IncCurrent– present · 2 yearsGermantown, MD · Adviser representative · Firm CRD 168566
- T. Rowe Price Advisory Services, Inc.– · 4 yearsOwings Mills, MD · Adviser representative · Firm CRD 108958
Professional designations
Listed by MY Wealth Management
- ChFC®
Investment adviser representative registrations
Bradford Yeakle is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Texas, in November 2024.
- MarylandSince 8 February 2024
- TexasSince 8 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 May 2019 |
| Series 7TO | General Securities Representative Examination | 29 April 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 April 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 April 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bradford Wayne Yeakle
- CRD
- 6921341
- Firm
- MY Wealth Management · CRD 168566
- Office
- 12410 MILESTONE CENTER DRIVE, SUITE 175, Germantown, MD 20876
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- my-wealthmanagement.com
Where does Bradford Yeakle work?
Bradford Yeakle is an investment adviser representative registered through My Wealth Management, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Bradford Yeakle a financial advisor?
Yes. Bradford Yeakle has a current investment-adviser registration in Maryland and Texas, through MY Wealth Management since February 2024.
How many years of experience does Bradford Yeakle have?
Bradford Yeakle has 8 years in the financial industry, since April 2018, across 2 adviser firms.
What exams has Bradford Yeakle passed?
Bradford Yeakle has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 66. The earliest, the Series 6, was passed in April 2018. FINRA credited Bradford Yeakle with the SIE, which began in October 2018.
Where did Bradford Yeakle work before MY Wealth Management?
Before MY Wealth Management, Bradford Yeakle was registered through T. Rowe Price Advisory Services, Inc., May 2019 to February 2024.
Where is Bradford Yeakle based?
Bradford Yeakle’s registered office is in Germantown, MD.
Is Bradford Yeakle registered with FINRA?
No. Bradford Yeakle has no current broker registration.
How can I verify Bradford Yeakle’s record?
Search CRD 6921341 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradford Yeakle’s full registration record.