Steven Gilbert, financial advisor Bethesda MD
88 score

Steven Gilbert

CRD Number: 6320340
Current Firm: Ameriprise Financial Services, Inc.

Steven Gilbert (CRD# 6320340) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Bethesda, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Bethesda, MD Apr 2014 - Current 2
Accenture Arlington, VA Jun 2011 - Apr 2014 2
Cedarville University Cedarville, OH Jul 2007 - May 2011 3
Ameriprise Financial Fort Wayne, IN Aug 2010 - Dec 2010 < 1
First Federal Savings Bank Of Angola Angola, IN May 2008 - Jul 2010 2
Signature Construction Auburn, IN May 2007 - Aug 2007 < 1
Student Pleasant Lake, IN Sep 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Steven C. Gilbert
Phone Number: 612-671-3131
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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