Miles Bryce Gibson
Investment adviser representative at Schneider Downs Wealth Management Advisors, LP
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm 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 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
14 years in the industry.
- Schneider Downs Wealth Management Advisors, LPOct 2021 to now
- United States Marine CorpsDec 2018 to Aug 2021
- Sdadvantage Retirement Solutions, LPMar 2018 to Dec 2018
- Schneider Downs & Co., Inc.Sep 2017 to Mar 2018
- Wilkins Township Road DepartmentMay 2017 to Sep 2017
- University of PittsburghAug 2015 to May 2017
- Shape TrainingMay 2015 to May 2017
- Starwood HotelsJun 2012 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Schneider Downs Wealth Management Advisors, LP
$3.3BAssets managed
786Clients
22Advisers
22 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
- 6967938
- Firm CRD
- 128591