Celeste Gilbert, financial advisor Weston MA

Celeste Gilbert

CRD Number: 7079278
Current Firm: C.j.gilbert Financial LLC

Celeste Gilbert (CRD# 7079278) is an Investment Advisor Representative working at C.j.gilbert Financial LLC in Weston, MA and has over 5 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
J.w. Swenson Investment Counsel Weston, MA Nov 2014 - Jul 2018 3
Sunovion Pharmaceutical Marlboro, MA Oct 2008 - Nov 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Celeste J. Gilbert
Phone Number: 781-899-4853
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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