Matthew Gilbert (CRD# 6995594) is an Investment Advisor Representative working at Prism Wealth Management LLC in Wooster, OH and has over 6 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 1349069
Mml Investors Services, LLC
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- OH
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts399ACCOUNTS
-
Average Account Value$106,516
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH
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