Theodore M Moyer
Investment adviser representative at Gibbs Wealth Management, LLC
11 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
11 years in the industry.
- Gibbs Wealth Management, LLCMar 2022 to now
- Legacy 360 Financial & Wealth Management LLCNov 2018 to now
- Legacy 360 FinancialSep 2017 to now
- Questar Asset ManagementAug 2018 to Oct 2018
- Questar Capital CorporationAug 2018 to Oct 2018
- Legacy 360 Financial and Wealth Management LLCApr 2017 to Aug 2018
- J. W. Cole Advisors, Inc. dba Sequinox LLCApr 2015 to Apr 2017
- J.W. Cole Financial, Inc dba Sequinox LLCApr 2015 to Apr 2017
- J.W. Cole Advisors, Inc. dba Sequinox LLCFeb 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6272168
- Firm CRD
- 281621