Deepa Gibbons
Investment adviser representative at Continuum Advisory, LLC
8 yearsExperience
1 stateRegistered in
$1.9BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Continuum Advisory, LLCApr 2026 to now
- Osaic Wealth, IncSep 2022 to now
- Transamerica Financial Advisors, IncFeb 2022 to Sep 2022
- World Financial Group, Inc.Jan 2022 to Sep 2022
- Ibn FinancialMar 2021 to Jan 2022
- A.G. Morgan Financial AdvisorsAug 2020 to Dec 2021
- Traderfield SecuritiesJul 2020 to Sep 2020
- UnemployedAug 2019 to Jul 2020
- HSBC Securities (USA) Inc.Feb 2016 to Aug 2019
- HSBCApr 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 3037297
- Firm CRD
- 283155