Erin GibbonsCRD Number: 3009438
Current Firm: United Asset Strategies Inc.
Erin Gibbons (CRD# 3009438) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 23 years of experience in the finance industry. Erin Gibbons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|United Asset Strategies, Inc.||Garden City, NY||Sep 2013 - Current||8|
|Stifel Nicolaus & Company Inc.||Hauppauge, NY||May 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
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
Total Assets Under Management1,456MILLIONS
Total Number of Accounts3,377ACCOUNTS
Average Account Value$431,033
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VI, WI
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