Marley L. Wood

BENTOAK CAPITAL

Weatherford, TX 76086

Some features on this profile are disabled

CRD#: 7259334

Professional summary

Marley Leeann Wood is a registered financial advisor currently at BENTOAK CAPITAL located in Weatherford, Texas.

Marley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Marley has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

LJC Apparel dba Kimes Ranch; Sales; Not Investment Related; 122 E Exchange Ave Suite 120, Fort Worth TX 76164; Retail store; 2020-11-15; 0 Hour per month devoted to business during trading hours; 15 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marley Leeann Wood'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®

None

Experience

Current

February 21, 2024 - Present

BENTOAK CAPITAL

Office #1: 201 Ft. Worth Hwy., Weatherford, TX 76086

RIA

CRD#: 173563

Weatherford, TX

Past

May 15, 2023 - December 20, 2024

LPL FINANCIAL LLC

CRD#: 6413

WEATHERFORD, TX

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".

BENTOAK CAPITAL

CRD#: 173563 / SEC#: 801-80598

RIA

Registered Investment Advisory firm - (11/25/2014 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

Texas
(2/21/2024)

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: 10/2/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/15/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/10/2022

Securities Industry Essentials Examination

Current Firm

BENTOAK CAPITAL

CRD#: 173563 / SEC#: 801-80598

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

201 Ft. Worth Hwy., Weatherford, TX 76086

Mailing Address

Phone number

(817) 550-6750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/23/2025)

GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	1,769
AUM (Assets Under Management)	$ 803,657,019

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.

Similar Advisors

Gianluca Triennese

WEDBUSH SECURITIES INC.

IAR

Littleton, CO

Thomas Wilson

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA

Stephen Johnson

GREAT BAY WEALTH MANAGEMENT

IAR

Roswell, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marley L. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marley Leeann Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTOAK CAPITAL

LPL FINANCIAL LLC

Primary Firm SEC Registration

BENTOAK CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2023

Series 7TO

Date: 5/15/2023

SIE

Date: 10/10/2022

Current Firm

BENTOAK CAPITAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENTOAK CAPITAL

TRUST BUT VERIFY

Similar Advisors