Michael Gilbert (CRD# 5848511) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, Fl, FL and has over 8 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Trust Company Of America Securities | St. Petersburg, FL | Mar 2023 - Current | 1 |
| Unemployed | Tampa, FL | Jan 2023 - Feb 2023 | < 1 |
| Wells Fargo Clearing Services, LLC | Tampa, FL | Mar 2019 - Jan 2023 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Aug 2015 - Mar 2019 | 3 |
| Morgan Stanley | Boca Raton, FL | Jul 2015 - Mar 2019 | 3 |
| National Securities Corporation | Avenutra, FL | Sep 2014 - Jul 2015 | < 1 |
| Ufc | Orlando, FL | Jan 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- FL
-
Total Assets Under Management241MILLIONS
-
Total Number of Accounts1,915ACCOUNTS
-
Average Account Value$126,043
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, MA, MN, TX
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