Gary James Milkwick
Investment adviser representative at Embark Wealth Management, LLC
11 yearsExperience
4 statesRegistered in
PFSDesignation
$57.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Embark Wealth Management, LLCDec 2010 to now
- Accounting Fulfillment Services, LLCJan 2016 to Feb 2021
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (AZ, NY, PA, VA).
Embark Wealth Management, LLC
$57.4MAssets managed
369Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5212005
- Firm CRD
- 157950