Joshua Gilbert, financial advisor Rochester NY

Joshua Gilbert

CRD Number: 6578136
Current Firm: Brighton Securities Corp.

Joshua Gilbert (CRD# 6578136) is an Investment Advisor Representative working at Brighton Securities Corp. in Rochester, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Brighton Securities Rochester, NY Mar 2021 - Current < 1
Unemployed Rochester, NY Aug 2020 - Mar 2021 < 1
Wells Fargo Clearing Services LLC Pittsford, NY Jun 2017 - Aug 2020 3
Massmutual Rochester, NY Dec 2015 - Jun 2017 1
Massmutual Rochester, NY Aug 2015 - Jun 2017 1
State University Of New York At Geneseo Geneseo, NY Sep 2010 - Aug 2015 4
Valley Liquor & Wine Shop Geneseo, NY Oct 2013 - Jun 2015 1
Enterprise Holdings Geneseo, NY Jun 2013 - Aug 2013 < 1
Next Door Bar And Grill Rochester, NY Jul 2012 - Jul 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Joshua T. Gilbert
Phone Number: 585-473-3590
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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