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Emily Christine Wheeler

Attleboro Wealth Management LLC

Yardley, PA

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Current Employers
Attleboro Wealth Management Llc

1051 Lindenhurst Road, Yardley, PA 19067 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-02-10
TX RA APPROVED_RES 2024-04-03
PA RA APPROVED 2022-02-11
  • NJ RA
    APPROVED
    Since 2025-02-10
  • TX RA
    APPROVED_RES
    Since 2024-04-03
  • PA RA
    APPROVED
    Since 2022-02-11

Branch Locations

1051 Lindenhurst Road, Yardley, PA 19067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 12/2014 12/2017
Bank Of America, N.A. Pennington NJ 02/2015 12/2017
Unemployed Hulmeville PA 12/2017 06/2018
Witt Pilates Yardley PA 06/2018 11/2018
Kestra Financial, Inc. Newtown PA 12/2018 02/2022
Mj Byelich & Associates, Llc Dba Attleboro Wealth Management Yardley PA 02/2022 Present
Wealth & Advisory Associates, Llc Newtown PA 12/2018 01/2020
  • 12/2014 → 12/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 02/2015 → 12/2017
    Bank Of America, N.A.
    Pennington, NJ
  • 12/2017 → 06/2018
    Unemployed
    Hulmeville, PA
  • 06/2018 → 11/2018
    Witt Pilates
    Yardley, PA
  • 12/2018 → 02/2022
    Kestra Financial, Inc.
    Newtown, PA
  • 02/2022 → Present
    Mj Byelich & Associates, Llc Dba Attleboro Wealth Management
    Yardley, PA
  • 12/2018 → 01/2020
    Wealth & Advisory Associates, Llc
    Newtown, PA
Previous Registrations
Other Businesses

Ms. Wheeler is a licensed insurance agent/broker.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-20
  • S66 Uniform Combined State Law Examination
    2015-02-20

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA

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