Christian A. Gilbert

MCCARTHY WEALTH & TAX ADVISORS

Springboro, OH 45066

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CRD#: 5431809

Professional summary

Christian A. Gilbert, CFP®, who also goes by Christi Gilbert, Christian Autumn Gilbert, Christian Gilbert, Christi Mouser, Christian Autumn Mouser, is a registered financial advisor currently at MCCARTHY WEALTH & TAX ADVISORS located in Springboro, Ohio.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christian has worked at 1 firm and has passed the Series 66 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christi Gilbert | Christian Autumn Gilbert | Christian Gilbert | Christi Mouser | Christian Autumn Mouser

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.

EMPLOYEE FOR MCCARTHY TAX SERVICES, LLC AS AN OFFICE ASSISTANT. 80 HOURS MONTH. ASSISTANT WITH FILING, TAX PREPARATION AND ADMINISTRATIVE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian A. 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: 2010

Experience

Current

February 21, 2008 - Present

MCCARTHY WEALTH & TAX ADVISORS

Office #1: 115 South Main Street, Springboro, OH 45066

RIA

CRD#: 135875

Springboro, OH

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".

MCCARTHY WEALTH & TAX ADVISORS

MCCARTHY WEALTH & TAX ADVISORS | WEALTH ADVISORS, LLC

CRD#: 135875 / SEC#: 801-130395

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

Florida

Registered Investment Advisory firm - (6/17/2024 Terminated)

Ohio

Registered Investment Advisory firm - (6/18/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/17/2024 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

Ohio
(2/21/2008)

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: 1/2/2008

Uniform Combined State Law Examination

Current Firm

MCCARTHY WEALTH & TAX ADVISORS

MCCARTHY WEALTH & TAX ADVISORS | WEALTH ADVISORS, LLC

CRD#: 135875 / SEC#: 801-130395

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

Florida

Registered Investment Advisory firm - (6/17/2024 Terminated)

Ohio

Registered Investment Advisory firm - (6/18/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/17/2024 Terminated)

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Contact information

Main Address

115 South Main Street, Springboro, OH 45066

Mailing Address

Phone number

(937) 748-4765

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH ADVISORS, LLC DBA MCCARTHY WEALTH & TAX ADVISORS ADV BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	813
AUM (Assets Under Management)	$ 152,999,341

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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Christian A. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian A. Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCCARTHY WEALTH & TAX ADVISORS

Primary Firm SEC Registration

MCCARTHY WEALTH & TAX ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/2/2008

Current Firm

MCCARTHY WEALTH & TAX ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCCARTHY WEALTH & TAX ADVISORS

TRUST BUT VERIFY

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