Philip Gibbs, financial advisor Austin TX

Philip Gibbs

CRD Number: 6916401
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philip Gibbs (CRD# 6916401) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Austin, TX Apr 2020 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Jan 2020 - Current 3
Uemployed Trophy Club, TX Aug 2019 - Dec 2019 < 1
Fidelity Brokerage Services, LLC Westlake, TX Mar 2018 - Aug 2019 1
Ashby Staffing Austin, TX Jul 2001 - Feb 2018 16
Uber Richmond, VA Apr 2016 - Jan 2018 1
Philip Gibbs Music Richmond, VA Oct 1996 - Jan 2018 21
High Valley Farms Basalt, CO Apr 2015 - Dec 2015 < 1
Fitzgerald Landscaping Basalt, CO Oct 2014 - Apr 2015 < 1
Us Bank Aspen, CO Dec 2014 - Mar 2015 < 1
Aspen Skiing Co Aspen, CO Nov 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2018
S66 NASAA Uniform Combined State Law Examination Jun 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Philip M. Gibbs
Phone Number: 800-637-7455
Firm Website: http://www.ml.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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