Maureen Celeste Donahue

Employer firm

Yardley Wealth Management LLC CRD 134311

$232M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 07/2018
  Wells Fargo Advisors
  Philadelphia, PA
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
• 08/2018 → 10/2023
  Rockwood Wealth Management
  New Hope, PA
• 10/2023 → Present
  Yardley Wealth Management
  Yardley, PA

Previous Registrations

• 2018-08-13 → 2024-05-22
  Rockwood Wealth Management, Llc
  New Hope, PA
• 2016-05-23 → 2018-08-02
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2016-05-23
• S63 Uniform Securities Agent State Law Examination
  2014-08-04

Designations

• Certified Financial Planner

Other Names

• Maureen Gribb
• Maureen Celeste Gribb