Priscilla N. Gilbert

BLUE BEAR FINANCIAL

MONTPELIER, VT

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CRD#: 4185541

Professional summary

Priscilla N. Gilbert, CFP®, who also goes by Priscilla N. Cole, Priscilla N Gilbert, is a registered financial advisor currently at BLUE BEAR FINANCIAL, LLC located in Montpelier, Vermont.

Priscilla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Priscilla has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Biography

Priscilla has an active family life as a wife and mother of two.  She pursues a multi-faceted athletic profile as marathoner, skier and mountain biker. Her energy, talent and youth make her the sought after model for today’s financial services professional.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Education Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Priscilla N. Cole | Priscilla N 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Priscilla N. 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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

December 22, 2025 - Present

BLUE BEAR FINANCIAL, LLC

RIA

CRD#: 331226

MONTPELIER, VT

Past

July 23, 2014 - January 15, 2026

CENTERPOINT FINANCIAL, INC.

RIA

CRD#: 171610

MONTPELIER, VT

Past

November 5, 2010 - December 23, 2014

J. COLE FINANCIAL ADVISERS, INC.

RIA

CRD#: 122978

GANSEVOORT, NY

Past

June 26, 2000 - October 4, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

BLUE BEAR FINANCIAL, LLC

CRD#: 331226 / SEC#: 801-134923

RIA

Registered Investment Advisory firm - (12/11/2025 Approved)

South Carolina

Registered Investment Advisory firm - (12/17/2025 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

Vermont
(12/22/2025)

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: 11/4/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/28/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/23/2000

General Securities Representative Examination

Current Firm

BLUE BEAR FINANCIAL, LLC

CRD#: 331226 / SEC#: 801-134923

RIA

Registered Investment Advisory firm - (12/11/2025 Approved)

South Carolina

Registered Investment Advisory firm - (12/17/2025 Terminated)

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Contact information

Main Address

Mt. Pleasant, SC

Mailing Address

Phone number

(843) 654-1388

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE BEAR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (11/10/2025)

Regulatory assets under management

Total Number of Accounts	529
AUM (Assets Under Management)	$ 141,938,097

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Priscilla N. Gilbert

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Priscilla N. Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTERPOINT FINANCIAL, INC.

J. COLE FINANCIAL ADVISERS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BLUE BEAR FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2010

Series 66

Date: 7/28/2000

Series 7

Date: 6/23/2000

Current Firm

BLUE BEAR FINANCIAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE BEAR FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

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