Brian Joseph Gift
Investment adviser representative at Mbl Advisors
20 yearsExperience
2 statesRegistered in
CFADesignation
$1.4BFirm 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 assetsFixed 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
20 years in the industry.
- Mbl Wealth, LLCOct 2019 to now
- Mbl Advisors Inc.Aug 2018 to now
- M Holdings Securities, LLCAug 2018 to now
- U.S. TrustJun 2006 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Mbl Advisors
Legal name: Mbl Wealth, LLC
$1.4BAssets managed
270Clients
10Advisers
6 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
- 4990938
- Firm CRD
- 305176