C.j.gilbert Financial LLC

C.j.gilbert Financial LLC (CRD# 300837) is a financial advisory firm headquartered in Weston, MA. They manage $23,655,562 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
The Weston Office Building, 30 Colpitts Road, Weston, MA 02493
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $788,519
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at C.j.gilbert Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Celeste Gilbert, financial advisor Weston MA
Celeste J. Gilbert
CRD#: 7079278
The Weston Office Building, 30 Colpitts Road, Weston, MA 02493

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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