William P. Gibbons

VAN CLEEF ASSET MANAGEMENT

Some features on this profile are disabled

CRD#: 5127152

Professional summary

William Patrick Gibbons is a registered financial advisor currently at VAN CLEEF ASSET MANAGEMENT INC .

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Patrick Gibbons'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

July 30, 2007 - Present

VAN CLEEF ASSET MANAGEMENT INC

RIA

CRD#: 105768

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".

VAN CLEEF ASSET MANAGEMENT INC

NONE | VAN CLEEF ASSET MANAGEMENT INC

CRD#: 105768 / SEC#: 801-32604

RIA

Registered Investment Advisory firm - (8/5/1988 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

Ohio
(7/30/2007)

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: 7/26/2007

Uniform Investment Adviser Law Examination

Current Firm

VAN CLEEF ASSET MANAGEMENT INC

NONE | VAN CLEEF ASSET MANAGEMENT INC

CRD#: 105768 / SEC#: 801-32604

RIA

Registered Investment Advisory firm - (8/5/1988 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3201 Enterprise Pkwy Suite 140, Beachwood, OH 44122

Mailing Address

Phone number

(216) 464-0253

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

ADV PART 2 (3/18/2026)

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 1,208,317,143

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William P. Gibbons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Patrick Gibbons's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAN CLEEF ASSET MANAGEMENT INC

Primary Firm SEC Registration

VAN CLEEF ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2007

Current Firm

VAN CLEEF ASSET MANAGEMENT INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VAN CLEEF ASSET MANAGEMENT INC

TRUST BUT VERIFY

Similar Advisors