Michael Garry has been Founder & CEO/Chief Compliance Officer/Trustee of Yardley Wealth Management since January 2005, is a control person of the firm and directly owns under 5% of it. Michael Garry holds a B.S. from Saint Joseph's University, an MBA in Finance from Saint Joseph's University and a J.D. from Widener University School of Law.
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.
Michael J. Garry is Founder and CEO of Yardley Wealth Management. He founded the firm in February 2006. Michael began his career as an intern with the Pennsylvania Office of the Attorney General and practiced as an attorney for two Philadelphia law firms before becoming a financial advisor. He worked with Merrill Lynch, then became vice-president and Chief Compliance Officer at Global Investment Management.
Michael Garry’s longest registration is the current one, 20 years at Yardley Wealth Management since 2005. Before joining Yardley Wealth Management in 2005, Michael Garry was registered through Global Investment Management.
- – present · 20 yearsYardley, PA · Adviser representative · Firm CRD 134311
- Global Investment Management– · 2 yearsPrinceton, NJ · Adviser representative · Firm CRD 106251
Professional designations
Listed by Yardley Wealth Management
- CFP®
- AIF®
Investment adviser representative registrations
Michael Garry is registered as an investment adviser representative in Pennsylvania, since December 2005.
- PennsylvaniaSince 9 December 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 February 1999 |
| Series 7 | General Securities Representative Examination | 22 January 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Joseph Garry
- CRD
- 2026666
- Firm
- Yardley Wealth Management · CRD 134311
- Role
- Founder & CEO/Chief Compliance Officer/Trustee
- Office
- 37 S. MAIN STREET, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yardleywealth.net
Where does Michael Garry work?
Michael Garry has been Founder & CEO/Chief Compliance Officer/Trustee of Yardley Wealth Management LLC since January 2005, and is a control person of the firm.
Is Michael Garry a financial advisor?
Yes. Michael Garry has a current investment-adviser registration in Pennsylvania, through Yardley Wealth Management since December 2005.
How many years of experience does Michael Garry have?
Michael Garry has 22 years in the financial industry, since February 2004, across 2 adviser firms.
What exams has Michael Garry passed?
Michael Garry has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 1999.
Where is Michael Garry based?
Michael Garry’s registered office is in Yardley, PA.
Is Michael Garry registered with FINRA?
No. Michael Garry has no current broker registration.
Is Michael Garry a CFP?
Yardley Wealth Management lists Michael Garry with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Michael Garry’s record?
Search CRD 2026666 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Garry’s full registration record.
