Austin James Gilbert
Investment adviser representative at Gilbert Financial, LLC
20 yearsExperience
1 stateRegistered in
$109.8MFirm assets
13 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Gilbert Financial, LLCNov 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Gilbert Financial, LLC
$109.8MAssets managed
152Clients
1Advisers
13 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
- 4125474
- Firm CRD
- 130337