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
    607
    MILLIONS
  • Total Number of Accounts
    1,857
    ACCOUNTS
  • Average Account Value
    $327,137
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

AZ, CA, CO, CT, FL, GA, KY, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA

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