Marc L. Johnston

THE BEDMINSTER GROUP

Bluffton, SC 29909

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CRD#: 2786668

Professional summary

Marc Lucas Johnston, CFP® is a registered financial advisor currently at THE BEDMINSTER GROUP located in Bluffton, South Carolina.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Marc has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Lucas Johnston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

March 2, 2023 - Present

THE BEDMINSTER GROUP

Office #1: 36 William Pope Dr Ste 201, Bluffton, SC 29909

RIA

CRD#: 118794

Bluffton, SC

Past

November 14, 2001 - May 11, 2021

HOMESTEAD ADVISERS CORP.

RIA

CRD#: 109845

ARLINGTON, VA

Past

October 11, 2001 - May 11, 2021

HOMESTEAD FINANCIAL SERVICES CORP.

CRD#: 26643

ARLINGTON, VA

Past

March 31, 2000 - August 2, 2001

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

October 23, 1996 - March 31, 2000

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE BEDMINSTER GROUP

BEDMINSTER L.L.C. | WEWEBER, STEVEN IRA | WEBER, STEVEN IRA | THE BEDMINSTER GROUP

CRD#: 118794 / SEC#: 801-58083

RIA

Registered Investment Advisory firm - (11/3/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/2/2023)

IAR

Texas
(3/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/6/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/22/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE BEDMINSTER GROUP

BEDMINSTER L.L.C. | WEWEBER, STEVEN IRA | WEBER, STEVEN IRA | THE BEDMINSTER GROUP

CRD#: 118794 / SEC#: 801-58083

RIA

Registered Investment Advisory firm - (11/3/2001 Approved)

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Contact information

Main Address

36 William Pope Dr Ste 201, Bluffton, SC 29909

Mailing Address

Phone number

(843) 705-5544

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BEDMINSTER GROUP (3/27/2025)

Regulatory assets under management

Total Number of Accounts	573
AUM (Assets Under Management)	$ 181,790,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Marc L. Johnston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Lucas Johnston's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOMESTEAD ADVISERS CORP.

HOMESTEAD FINANCIAL SERVICES CORP.

CITICORP INVESTMENT SERVICES

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

THE BEDMINSTER GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2000

Series 63

Date: 10/25/1996

Series 7TO

Date: 11/6/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/16/1998

Series 6

Date: 10/22/1996

Current Firm

THE BEDMINSTER GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BEDMINSTER GROUP

TRUST BUT VERIFY

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