Kevin M. Gibney

KEVIN M. GIBNEY AND COMPANY

Iselin, NJ 08830

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CRD#: 4433220

Professional summary

Kevin Michael Gibney is a registered financial advisor currently at KEVIN M. GIBNEY AND COMPANY, LLC located in Iselin, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kevin has worked at 5 firms and has passed the Series 66 and Series 7 exams.

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.

Registrant is also a licensed insurance producer with several states in Registrant's individual capacity and under Registrant's name. This other business may be investment related, it is located at 120 Wood Avenue South, Suite 507, Iselin, NJ 08830, Registrant devotes a minimal amount of hours/month to those activities, as well as a limited number of hours during securities trading hours to those activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Gibney'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

November 3, 2009 - Present

KEVIN M. GIBNEY AND COMPANY, LLC

Office #1: 120 Wood Ave. South Suite 507, Iselin, NJ 08830

RIA

CRD#: 151879

Iselin, NJ

Past

March 30, 2005 - November 16, 2009

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

March 25, 2005 - November 16, 2009

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

Past

July 25, 2002 - February 25, 2005

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

August 22, 2001 - February 25, 2005

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

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".

KEVIN M. GIBNEY AND COMPANY, LLC

ARIEL WEALTH ADVISORS, LLC | KEVIN M. GIBNEY AND COMPANY, LLC | GIBNEY & COMPANY | GIBNEY & CO.

CRD#: 151879 / SEC#: 801-70702

RIA

Registered Investment Advisory firm - (10/20/2009 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

New Jersey
(11/3/2009)

IAR

Texas
(5/10/2022)

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 66

Date: 11/3/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/2001

General Securities Representative Examination

Current Firm

KEVIN M. GIBNEY AND COMPANY, LLC

ARIEL WEALTH ADVISORS, LLC | KEVIN M. GIBNEY AND COMPANY, LLC | GIBNEY & COMPANY | GIBNEY & CO.

CRD#: 151879 / SEC#: 801-70702

RIA

Registered Investment Advisory firm - (10/20/2009 Approved)

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Contact information

Main Address

120 Wood Ave. South Suite 507, Iselin, NJ 08830

Mailing Address

Phone number

(908) 970-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250327 GIBNEY ADV 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	718
AUM (Assets Under Management)	$ 296,310,206

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/06/2024	Cover Page	Report

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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Kevin M. Gibney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Gibney's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEVIN M. GIBNEY AND COMPANY, LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

Primary Firm SEC Registration

KEVIN M. GIBNEY AND COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/3/2001

Series 7

Date: 8/21/2001

Current Firm

KEVIN M. GIBNEY AND COMPANY, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KEVIN M. GIBNEY AND COMPANY, LLC

TRUST BUT VERIFY

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