Nicholas Yeakle has been an investment adviser representative at Timonier Family Office since October 2024, and is not listed among the firm’s executive officers or direct owners.
Timonier Family Office, LTD. is a Winston Salem, NC firm with $450M under management, 198 clients and 4 advisers in one office, as of its February 2026 filing.
Nicholas Yeakle’s longest registration was 2 years at Nobleyield (2022–2024). Before joining Timonier Family Office in 2024, Nicholas Yeakle was registered through Aua Private Wealth Advisors, LLC and MPB Wealth Management, LLC.
- NobleyieldAlso current– present · 1 yearMechanicsburg, PA · Adviser representative · Firm CRD 317757
- Aua Private Wealth Advisors, LLC– · 2 yearsWest Conshohocken, PA · Adviser representative · Firm CRD 323621
- MPB Wealth Management, LLC– · 1 yearCamp Hill, PA · Adviser representative · Firm CRD 308149
- Nobleyield– · 2 yearsCamp Hill, PA · Adviser representative · Firm CRD 317757
Investment adviser representative registrations
Nicholas Yeakle is registered as an investment adviser representative in 2 states. The first approvals date from October 2024; the most recent is Pennsylvania, in July 2025.
- North CarolinaSince 29 October 2024
- PennsylvaniaSince 2 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicholas Scott Yeakle
- CRD
- 6455373
- Firm
- Timonier Family Office · CRD 150748
- Office
- 121 REYNOLDA VILLAGE, SUITE B, Winston Salem, NC 27106
- Registration
- Investment adviser registration
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicholas Yeakle work?
Nicholas Yeakle is an investment adviser representative registered through Timonier Family Office, LTD. since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Yeakle a financial advisor?
Yes. Nicholas Yeakle has a current investment-adviser registration in North Carolina and Pennsylvania, through Timonier Family Office since October 2024.
How many years of experience does Nicholas Yeakle have?
Nicholas Yeakle has 4 years in the financial industry, since February 2022, across 4 adviser firms.
What exams has Nicholas Yeakle passed?
Nicholas Yeakle passed the Series 65 in October 2021.
Where did Nicholas Yeakle work before Timonier Family Office?
Before Timonier Family Office, Nicholas Yeakle was registered through MPB Wealth Management, LLC, July 2022 to April 2024.
Where is Nicholas Yeakle based?
Nicholas Yeakle’s registered office is in Winston Salem, NC.
Is Nicholas Yeakle registered with FINRA?
No. Nicholas Yeakle has no current broker registration.
How can I verify Nicholas Yeakle’s record?
Search CRD 6455373 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Yeakle’s full registration record.
