Emily Wheeler has been an investment adviser representative at Attleboro Wealth Management since February 2022, and is not listed among the firm’s executive officers or direct owners. Emily Wheeler holds a Degree in Finance from Temple University.
Attleboro Wealth Management LLC is a Yardley, PA firm with $129M under management, 142 clients and 5 advisers in one office, as of its May 2026 filing.
Emily Wheeler is a Director of Financial Planning and Department Lead at Attleboro Wealth Management. She helps handle all stages of the insurance and investment process and works closely with the team on financial planning. She started her career as an advisor with Merrill Lynch before joining Attleboro Wealth Management in 2018.
Emily Wheeler’s longest registration is the current one, 4 years at Attleboro Wealth Management since 2022. Before joining Attleboro Wealth Management in 2022, Emily Wheeler was registered through Kestra Advisory Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 4 yearsYardley, PA · Adviser representative · Firm CRD 318056
- Kestra Advisory Services, LLC– · 3 yearsNewtown, PA · Adviser representative · Firm CRD 283330
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsPennington, NJ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Emily Wheeler is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2022; the most recent is New Jersey, in February 2025.
- New JerseySince 10 February 2025
- PennsylvaniaSince 11 February 2022
- TexasResidentSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 February 2015 |
| Series 7 | General Securities Representative Examination | 3 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Emily Christine Wheeler
- CRD
- 6076282
- Firm
- Attleboro Wealth Management · CRD 318056
- Office
- 1051 LINDENHURST ROAD, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- attleborowealth.com
Where does Emily Wheeler work?
Emily Wheeler is an investment adviser representative registered through Attleboro Wealth Management LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Emily Wheeler a financial advisor?
Yes. Emily Wheeler has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Attleboro Wealth Management since February 2022.
How many years of experience does Emily Wheeler have?
Emily Wheeler has 10 years in the financial industry, since December 2015, across 3 adviser firms.
What exams has Emily Wheeler passed?
Emily Wheeler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2015. FINRA credited Emily Wheeler with the SIE, which began in October 2018.
Where did Emily Wheeler work before Attleboro Wealth Management?
Before Attleboro Wealth Management, Emily Wheeler was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2015 to December 2017.
Where is Emily Wheeler based?
Emily Wheeler’s registered office is in Yardley, PA.
Is Emily Wheeler registered with FINRA?
No. Emily Wheeler has no current broker registration.
How can I verify Emily Wheeler’s record?
Search CRD 6076282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Wheeler’s full registration record.
