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Michael James Laubinger

Stono River Wealth Management LLC

Johns Island, SC

CRD 4664016

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Employer firm

Stono River Wealth Management LLC CRD 335804

$15.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Stono River Wealth Management Llc

Johns Island, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-05
  • SC RA
    APPROVED
    Since 2025-06-05

Branch Locations

Johns Island, SC • 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
Charles Schwab & Co., Inc. Charlotte NC 03/2008 08/2017
Palmetto Advisory Group, Llc Kiawah Island SC 07/2019 06/2025
Victoria Capital Management, Inc. Charleston SC 08/2017 07/2019
Palmetto Advisory Kiawah Island SC 08/2019 06/2025
Stono River Wealth Management Llc Johns Island SC 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-19
  • S66 Uniform Combined State Law Examination
    2003-08-19
Other Names
  • Michael Laubinger

View on SEC IAPD

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