Richard Gloekler has been an investment adviser representative at Marks Wealth since July 2026, and is not listed among the firm’s executive officers or direct owners.
Marks Wealth, LLC is an Ellicott City, MD firm with $409M under management, 283 clients and 4 advisers in one office, as of its August 2026 filing.
- Marks Wealth ManagementCurrent– present · under a yearEllicott City, MD · Adviser representative · Firm CRD 310534
Investment adviser representative registrations
Richard Gloekler is registered as an investment adviser representative in Maryland, since July 2026.
- MarylandSince 24 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8220653
- Firm
- Marks Wealth · CRD 310534
- Office
- 11690 FREDERICK RD, Ellicott City, MD 21042
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Richard Gloekler work?
Richard Gloekler is an investment adviser representative registered through Marks Wealth, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Richard Gloekler a financial advisor?
Yes. Richard Gloekler has a current investment-adviser registration in Maryland, through Marks Wealth since July 2026.
How many years of experience does Richard Gloekler have?
Richard Gloekler has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Richard Gloekler passed?
Richard Gloekler passed the Series 65 in July 2026.
Where is Richard Gloekler based?
Richard Gloekler’s registered office is in Ellicott City, MD.
Is Richard Gloekler registered with FINRA?
No. Richard Gloekler has no current broker registration.
How can I verify Richard Gloekler’s record?
Search CRD 8220653 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Gloekler’s full registration record.