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Anthony James nichlos Cervone

Investment adviser representative at Gibbs Wealth Management, LLC
12 yearsExperience
2 statesRegistered 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. Smart Retirement Options LLCMay 2024 to now
  3. HolsingerOct 2021 to May 2024
  4. Maher DuesselJun 2021 to Aug 2021
  5. Mccarl's LLCFeb 2021 to May 2021
  6. Geneva CollegeAug 2018 to May 2022
  7. Penn-trafford High SchoolAug 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (PA, WV).

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
8112255
Firm CRD
281621
Advisor's SEC record (opens in a new tab)
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