Maureen Donahue has been Principal Financial Advisor of Yardley Wealth Management since October 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm. Maureen Donahue studied at Drexel University and Northeastern University.
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.
Maureen Donahue is Principal and Financial Advisor of Yardley Wealth Management. Her wealth management experience was developed at Goldman Sachs and J.P. Morgan, where her advisory team worked with wealthy families and institutions all over the country. She joined Yardley Wealth Management after working with large national wealth advisory firms.
Maureen Donahue’s longest registration was 5 years at Rockwood Wealth Management, LLC (2018–2024). Before joining Yardley Wealth Management in 2023, Maureen Donahue was registered through Rockwood Wealth Management, LLC and Wells Fargo Clearing Services, LLC.
- – present · 2 yearsYardley, PA · Adviser representative · Firm CRD 134311
- Rockwood Wealth Management, LLC– · 5 yearsNew Hope, PA · Adviser representative · Firm CRD 137481
- Wells Fargo Clearing Services, LLC– · 2 yearsPhiladelphia, PA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Yardley Wealth Management
- CFP®
Investment adviser representative registrations
Maureen Donahue is registered as an investment adviser representative in Pennsylvania, since October 2023.
- PennsylvaniaSince 31 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 May 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 August 2014 |
| Series 7 | General Securities Representative Examination | 3 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Maureen Celeste Donahue
- CRD
- 6185503
- Firm
- Yardley Wealth Management · CRD 134311
- Role
- Principal Financial Advisor
- Office
- 37 S. MAIN STREET, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yardleywealth.net
Where does Maureen Donahue work?
Maureen Donahue has been Principal Financial Advisor of Yardley Wealth Management LLC since October 2025.
Is Maureen Donahue a financial advisor?
Yes. Maureen Donahue has a current investment-adviser registration in Pennsylvania, through Yardley Wealth Management since October 2023.
How many years of experience does Maureen Donahue have?
Maureen Donahue has 12 years in the financial industry, since June 2014, across 3 adviser firms.
What exams has Maureen Donahue passed?
Maureen Donahue has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in June 2014. FINRA credited Maureen Donahue with the SIE, which began in October 2018.
Where did Maureen Donahue work before Yardley Wealth Management?
Before Yardley Wealth Management, Maureen Donahue was registered through Wells Fargo Clearing Services, LLC, May 2016 to August 2018.
Where is Maureen Donahue based?
Maureen Donahue’s registered office is in Yardley, PA.
Is Maureen Donahue registered with FINRA?
No. Maureen Donahue has no current broker registration.
Is Maureen Donahue a CFP?
Yardley Wealth Management lists Maureen Donahue with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Maureen Donahue’s record?
Search CRD 6185503 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maureen Donahue’s full registration record.
