Don E. Gilbert

MILLER WEALTH ADVISORS

Fayetteville, AR

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CRD#: 1090366

Professional summary

Don Edward Gilbert, who also goes by Don Gilbert, Donald Edward Gilbert, is a registered financial advisor currently at MILLER WEALTH ADVISORS, LLC located in Fayetteville, Arkansas.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Don has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Gilbert | Donald Edward Gilbert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Note: The Registrant is Managing Member of Gilbert Financial Consulting, LLC (a Texas LLC located at Registrant's Texas office). Fees are paid through the entity only and the entity does not provide services to the public.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Edward Gilbert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2017 - Present

MILLER WEALTH ADVISORS, LLC

RIA

CRD#: 171329

Fayetteville, AR

Past

April 2, 2015 - May 7, 2016

SANDERS MORRIS LLC

RIA

CRD#: 20580

THE WOODLANDS, TX

Past

December 7, 2001 - May 7, 2016

SANDERS MORRIS LLC

CRD#: 20580

THE WOODLANDS, TX

Past

June 18, 1997 - January 25, 2001

COMPULIFE INVESTOR SERVICES, INC.

CRD#: 21543

ST. CLOUD, MN

Past

April 3, 1996 - September 22, 1997

COMPREHENSIVE FINANCIAL SERVICES, INC.

CRD#: 22710

Past

March 1, 1995 - December 31, 1995

COMPREHENSIVE FINANCIAL SERVICES, INC.

CRD#: 22710

Past

August 1, 1990 - March 1, 2001

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

July 12, 1990 - December 5, 1990

CARNEGIE SECURITIES CORPORATION

CRD#: 14871

Past

May 1, 1990 - June 28, 1993

PLANNED INVESTMENTS INC.

CRD#: 5066

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILLER WEALTH ADVISORS, LLC

CRD#: 171329 / SEC#: 801-121737

RIA

Registered Investment Advisory firm - (7/9/2021 Approved)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/14/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(7/14/2021)

IAR

Texas
(3/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/20/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/27/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/25/1990

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 5/14/1990

Registered Options Principal Examination

Current Firm

MILLER WEALTH ADVISORS, LLC

CRD#: 171329 / SEC#: 801-121737

RIA

Registered Investment Advisory firm - (7/9/2021 Approved)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/14/2021 Terminated)

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Contact information

Main Address

Ridgway, CO

Mailing Address

P.o. Box 627, Ouray, CO 81427

Phone number

(713) 252-1661

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILLER WEALTH ADVISORS ADV 2A BROCHURE MARCH 2025 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 182,035,290

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Don E. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Edward Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDERS MORRIS LLC

SANDERS MORRIS LLC

COMPULIFE INVESTOR SERVICES, INC.

COMPREHENSIVE FINANCIAL SERVICES, INC.

COMPREHENSIVE FINANCIAL SERVICES, INC.

IFG NETWORK SECURITIES, INC.

CARNEGIE SECURITIES CORPORATION

PLANNED INVESTMENTS INC.

Primary Firm SEC Registration

MILLER WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2007

Series 63

Date: 5/30/1990

SIE

Date: 5/7/2016

Series 7

Date: 4/28/1990

Series 53

Date: 1/27/2003

Series 24

Date: 5/25/1990

Series 4

Date: 5/14/1990

Current Firm

MILLER WEALTH ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLER WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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