Kathleen Ann Gibilisco
Investment adviser representative at Adviceone Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
$2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Adviceone Advisory Services, LLCJan 2001 to now
- Adviceone LLCJan 2001 to now
- Securites Service NetworkJul 2007 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CT).
Adviceone Advisory Services, LLC
$2BAssets managed
1,449Clients
13Advisers
23 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
- 2831324
- Firm CRD
- 111614