David B. Gilbert

SHEETS SMITH WEALTH MANAGEMENT

WINSTON-SALEM, NC 27104

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CRD#: 1744210

Professional summary

David Beeler Gilbert is a registered financial advisor currently at SHEETS SMITH WEALTH MANAGEMENT located in Winston-salem, North Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CURRENTLY PARTNER, OFFICER AND/OR DIRECTOR IN NUMEROUS REAL ESTATE ORGANIZATIONS (HANES MILL SUMMIT, LLC; HOLLY AND FOURTH, LLC; PLAZA PARKWAY PROPERTIES, LLC; CLUB OAKS PARTNERS, LLC; CLUB OAKS PARTNERS II, LLC.)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Beeler 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

February 2, 2005 - Present

SHEETS SMITH WEALTH MANAGEMENT

Office #1: 120 Club Oaks Court Suite 200, Winston-salem, NC 27104

RIA

CRD#: 105710

WINSTON-SALEM, NC

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".

SHEETS SMITH WEALTH MANAGEMENT

SHEETS SMITH & ASSOCIATES INC | SHEETS SMITH WEALTH MANAGEMENT | SHEETS SMITH INVESTMENT MANAGEMENT, LLC (RELYING ADVISOR)

CRD#: 105710 / SEC#: 801-31437

RIA

Registered Investment Advisory firm - (2/12/1988 Approved)

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

North Carolina
(2/2/2005)

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

Current Firm

SHEETS SMITH WEALTH MANAGEMENT

SHEETS SMITH & ASSOCIATES INC | SHEETS SMITH WEALTH MANAGEMENT | SHEETS SMITH INVESTMENT MANAGEMENT, LLC (RELYING ADVISOR)

CRD#: 105710 / SEC#: 801-31437

RIA

Registered Investment Advisory firm - (2/12/1988 Approved)

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Contact information

Main Address

120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680

Mailing Address

Phone number

(336) 765-2020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,039
AUM (Assets Under Management)	$ 1,244,346,361

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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David B. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Beeler Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHEETS SMITH WEALTH MANAGEMENT

Primary Firm SEC Registration

SHEETS SMITH WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

SHEETS SMITH WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

SHEETS SMITH WEALTH MANAGEMENT

TRUST BUT VERIFY

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