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Cherisse Juliana Ferrier-yarde

Investment adviser representative at Gibbs Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 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

12 years in the industry.

  1. Gibbs Wealth Management, LLCJun 2025 to now
  2. Diversified Wealth LLCOct 2022 to now
  3. Cherisse Ferrier-yardeJun 2014 to now
  4. Nylife Securities LLCJan 2020 to Jun 2025
  5. New York Life Insurance CoNov 2019 to Jun 2025
  6. Allstate Insurance CoMay 2016 to Aug 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (VA).

Gibbs Wealth Management, LLC

$1.1BAssets managed
5,356Clients
68Advisers
4 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
6165490
Firm CRD
281621
Advisor's SEC record (opens in a new tab)
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