Patricia Moran Farber
Professional Summary
Patricia Moran Farber, who also goes by Patricia Farber, Patricia Moran, is a registered financial advisor currently at GIBERT WEALTH MANAGEMENT located in Charlotte, North Carolina. Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Patricia has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patricia Farber, Patricia Moran
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GIBERT WEALTH MANAGEMENT | GIBERT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2820 Selwyn Ave Suite 420, Charlotte, NC 28209Phone Number
(704) 575-5349# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
274AUM (Assets Under Management)
$315,989,002Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
GIBERT WEALTH MANAGEMENT | GIBERT WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(11/4/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Sep 2005About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2005About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patricia Moran Farber's CRS (Customer Relationship Summary).
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