Bria Gilbert, financial advisor Oakland CA
93 score

Bria Gilbert

CRD Number: 5624382
Current Firm: Mbsc Securities Corporation

Bria Gilbert (CRD# 5624382) is an Investment Advisor Representative working at Mbsc Securities Corporation in Oakland, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mbsc Securities Corporation Oakland, CA May 2014 - Current 4
Ing Investments Distributor Windsor, CT Feb 2011 - May 2014 3
Ing Investment Management Windsor, CT Feb 2011 - May 2014 3
Ing Investment Management Company Windsor, CT Feb 2011 - May 2014 3
Lpl Financial Farmington, CT Aug 2009 - Feb 2011 1
Gilbert & Timme, LLC Farmington, CT Feb 2009 - Aug 2009 < 1
Travel/moved Countries Multiple, Sep 2008 - Nov 2008 < 1
Ice Systems, Pty Ltd Sydney, Nov 2006 - Jul 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Bria M. Gilbert
Phone Number: 212-922-7145
Firm Website: http://www.bnymellon.com
Registered State(s):
  • CA
  • ID
  • OR
  • NV
By the Numbers
  • Total Assets Under Management
    1,321
    MILLIONS
  • Total Number of Accounts
    4,457
    ACCOUNTS
  • Average Account Value
    $296,309
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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