Inactive

Richard Gloekler

Marks Wealth Management

Ellicott City, MD

CRD 8220653

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Employer firm

Marks Wealth Management CRD 310534

$409M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Marks Wealth Management

11690 Frederick Rd, Ellicott City, MD 21042 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-07-24

MD RA
APPROVED

Since 2026-07-24

Branch Locations

11690 Frederick Rd, Ellicott City, MD 21042 • 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

Organization	City	State	From	To
Student	Crofton	MD	01/2016	05/2024
University Of Maryland	College Park	MD	06/2022	10/2024
Marks Wealth Management	Ellicott City	MD	01/2025	12/2025
Marks Wealth, Llc	Ellicott City	MD	01/2026	Present

01/2016 → 05/2024

Student

Crofton, MD
06/2022 → 10/2024

University Of Maryland

College Park, MD
01/2025 → 12/2025

Marks Wealth Management

Ellicott City, MD
01/2026 → Present

Marks Wealth, Llc

Ellicott City, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-24

S65 Uniform Investment Adviser Law Examination

2026-07-24

View on SEC IAPD

Nearby Firms

FOUNDERS FINANCIAL SECURITIES LLC

LEE FINANCIAL ASSOCIATES, INC.

OSAIC WEALTH, INC.

Nearby Investors

MARK ANDREW TIMMICK

JAMES JEFFREY LEE

BRIAN WILLIAM SMOOT

Nearby Offices

FOUNDERS FINANCIAL SECURITIES LLC · ELLICOTT CITY, MD

LEE FINANCIAL ASSOCIATES, INC. · ELLICOTT CITY, MD

OSAIC WEALTH, INC. · ELLICOTT CITY, MD

More in Ellicott City, MD

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