Ethan Gilbert (CRD# 5929778) is an Investment Advisor Representative working at Rialto Wealth Management in Syracuse, NY and has over 12 years of experience in the finance industry. Ethan Gilbert 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.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rialto Wealth Management | Skaneateles, NY | Feb 2022 - Current | 2 |
| Rockbridge Investment Management, LLC | Syracuse, NY | Jan 2017 - Apr 2022 | 5 |
| Disciplined Capital Management | Syracuse, NY | Jan 2017 - Dec 2017 | < 1 |
| U.s. House Of Representatives | Washington, DC | Jan 2015 - Dec 2016 | 1 |
| Elise For Congress | Watertown, NY | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
- NY
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Total Assets Under Management312MILLIONS
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Total Number of Accounts607ACCOUNTS
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Average Account Value$514,570
- 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
NY
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