Adam H. Gebler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adam Harris Gebler, CIMA® was a registered financial professional .
Adam is a previously registered financial professional and started their career in finance in 1995. Adam had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2021 - May 1, 2024
INVESCO ADVISERS, INC.
January 8, 2021 - May 1, 2024
INVESCO DISTRIBUTORS, INC.
January 18, 2017 - April 17, 2020
ASSETMARK, INC.
October 20, 2016 - April 17, 2020
ASSETMARK BROKERAGE, LLC
April 8, 2014 - September 21, 2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
November 9, 2009 - December 14, 2011
BLACKROCK FUND DISTRIBUTION COMPANY
March 1, 2000 - December 31, 2009
BLACKROCK EXECUTION SERVICES
July 24, 1995 - February 1, 2000
BLACKROCK INVESTMENTS, LLC
May 2, 1995 - July 24, 1995
BFM ADVISORY, L.P.
Primary Firm SEC Registration
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/27/2024 | ||
| 10/27/2023 |
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.
