Matthew Gilbert, financial advisor Wooster OH

Matthew Gilbert

CRD Number: 6995594
Current Firm: Prism Wealth Management LLC

Matthew Gilbert (CRD# 6995594) is an Investment Advisor Representative working at Prism Wealth Management LLC in Wooster, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Prism Wealth Management LLC Wooster, OH May 2022 - Current 2
Prism Wealth Management Wooster, OH May 2021 - Current 3
Vince Mariola Construction Wooster, OH Apr 2019 - Current 5
Matthew L. Gilbert, Sole Proprietor Wooster, OH Nov 2018 - Current 5
Ae Wealth Management, LLC Topeka, KS Jul 2021 - Aug 2022 1
J.p. Morgan Securities LLC Wooster, OH Jun 2019 - May 2021 1
Edward Jones Wooster, OH Oct 2018 - Apr 2019 < 1
Ohiohealth Mansfield Hospital Mansfield, OH Nov 2015 - Aug 2018 2
Unemployed Wooster, OH Aug 2015 - Nov 2015 < 1
Orthopedic One Columbus, OH Aug 2014 - Jul 2015 < 1
Sports Medicine Grant And Orthopedic Associates Columbus, OH Dec 2009 - Aug 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Matthew L. Gilbert
Phone Number: (330) 804-0123
Registered State(s):
  • OH
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
  • Financial planning services
  • 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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