Joshua GilbertCRD 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.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management607MILLIONS
Total Number of Accounts1,857ACCOUNTS
Average Account Value$327,137
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, KY, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA
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