Investment adviser representative · Laurel Oak Wealth Management, LLC
Gary W. Johnston
CRD 1645244 · Marlton, NJ
At a glance
Gary W. Johnston is an investment adviser representative with Laurel Oak Wealth Management, LLC in Marlton, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gary’s SEC record dates to 2003, about 23 years ago.
Current advisory firm
- Laurel Oak Wealth Management, LLCSince July 2025Marlton, NJ · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Laurel Oak Wealth Management, LLC
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- Jacob E. HanzelMarlton
- Christopher J. HeiserMarlton · Certified Financial Planner, Chartered Financial Consultant
- Matthew C. HeiserMarlton
- Louis A. Laselva IIMarlton
- Patrick A. McCrindleMarlton
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