Michael J. Laubinger

STONO RIVER WEALTH MANAGEMENT LLC

JOHNS ISLAND, SC

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CRD#: 4664016

Professional summary

Michael James Laubinger, who also goes by Michael Laubinger, is a registered financial advisor currently at STONO RIVER WEALTH MANAGEMENT LLC located in Johns Island, South Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 7 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Laubinger

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.

Blue Crab Charters, LLC. 1536 Regimental Lane, Johns Island, SC 29455. Charter Boat Captain, self-employed, 12 hours per month, not during trading hours. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Laubinger's 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®

None

Experience

Current

June 5, 2025 - Present

STONO RIVER WEALTH MANAGEMENT LLC

RIA

CRD#: 335804

JOHNS ISLAND, SC

Past

August 5, 2019 - June 3, 2025

PALMETTO ADVISORY GROUP, LLC

CRD#: 150270

KIAWAH ISLAND, SC

Past

July 30, 2019 - June 3, 2025

PALMETTO ADVISORY

RIA

CRD#: 152286

Johns Island, SC

Past

August 30, 2017 - July 30, 2019

VICTORIA CAPITAL MANAGEMENT, INC.

RIA

CRD#: 107665

CHARLESTON, SC

Past

April 16, 2008 - August 9, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CHARLOTTE, NC

Past

April 11, 2008 - August 9, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

CHARLOTTE, NC

Past

March 30, 2005 - March 19, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SADDLE BROOK, NJ

Past

August 1, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 1, 2003 - March 19, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SADDLE BROOK, NJ

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
(6/5/2025)

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 66

Date: 8/19/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Current Firm

STONO RIVER WEALTH MANAGEMENT LLC

CRD#: 335804 / SEC#:

South Carolina

Registered Investment Advisory firm - (6/5/2025 Approved)

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Contact information

Main Address

Johns Island, SC

Mailing Address

Phone number

(508) 982-3491

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Michael J. Laubinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Laubinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALMETTO ADVISORY GROUP, LLC

PALMETTO ADVISORY

VICTORIA CAPITAL MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2003

Series 7TO

Date: 1/2/2023

SIE

Date: 8/9/2017

Series 7

Date: 7/31/2003

Series 24

Date: 1/2/2023

Current Firm

STONO RIVER WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

STONO RIVER WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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