Bradford Wayne Yeakle

Employer firm

My Wealth Management, Inc CRD 168566

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2018 → 02/2024
  T. Rowe Price
  Owings Mills, MD
• 08/2013 → 12/2017
  West Virginia University
  Morgantown, WV
• 02/2024 → Present
  My Wealth Management, Inc.
  Germantown, MD

Previous Registrations

• 2019-05-22 → 2024-02-06
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2019-05-21
• S63 Uniform Securities Agent State Law Examination
  2018-04-18

Designations

• Chartered Financial Consultant

Other Names

• Bradford Yeakle