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
C.j.gilbert Financial LLC
By the Numbers
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Total Assets Under Management24MILLION
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Total Number of Accounts30ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at C.j.gilbert Financial LLC
1
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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