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Gary Michael Askew

Gary Michael Askew

CFP®
OPENARC CORPORATE ADVISORY
ATLANTA, GA
·CRD# 6058526·14 years experience

Professional Summary

Gary Michael Askew, CFP® is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gary has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

14 years in the financial services industry

Current & Past Employments

OPENARC CORPORATE ADVISORY, LLC·CRD# 336837
RIA
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
September 29, 2025 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Atlanta, GA
November 9, 2015 - October 2, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Atlanta, GA
November 9, 2015 - October 2, 2025
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Memphis, TN
July 9, 2012 - October 9, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Memphis, TN
June 18, 2012 - October 9, 2015

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Current Firm

OC
OPENARC CORPORATE ADVISORY, LLC

1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - SEC (7/8/2025 Approved)

Contact Information

Main Address

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326

Phone Number

(844) 648-6001

# of Employees

146

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

1330 ADVISORS ADV PART 2A (9/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,525

AUM (Assets Under Management)

$10,094,562,750

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

JOS. A. BANK CLOTHIER, NOT INV RELATED, GERMANTOWN, TN, SALES EXECUTIVE, 84 HOURS PER MONTH/0 HOURS PER MONTH, DUTIES: RETAIL SALES. I*131217For profit or not for profit: For-Profit OrganizationName of outside business organization: Askew PropertiesInvestment related: Address of business: Memphis, Tennessee 38114Nature of business: Sole Proprietorship,Position, title, association: Family Held, Start date of relationship: 5/12/2020Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Rental Property I*1329258For profit or not for profit: Entity For ProfitName of outside business organization: APCH Assisting Living LLCInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 6/2/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Wife's Business. Private Home Care Business I*1449298For profit or not for profit: Entity For ProfitName of outside business organization: TAE Properties LLCInvestment related: NAddress of business: Decatur, Georgia, 30032, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 8/24/2023Number of hours devoted: 2 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Rental Properties I*2277282, Entity Type: Entity For Profit, Name of OBA: Big Back Ministries, Address: Decatur, Georgia, 30032, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 01/01/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Online Apparel Business, selling tshirts and hoodies. I am the owner and run the business outside of work ours.

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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".
OC
OPENARC CORPORATE ADVISORY, LLC

1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - SEC (7/8/2025 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.
IAR
Georgia
(9/29/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Aug 2012About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Jun 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Askew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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