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VG

Victoria H. Gibbs

MEASURED WEALTH PRIVATE CLIENT GROUP
Portsmouth, NH 03801
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CRD#: 5533291
VG

Professional summary


Victoria Halinski Gibbs, CFP®, who also goes by VIcki Gibbs, Victoria H Gibbs, Victoria J Halinski, Victoria Jane Halinski, is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Portsmouth, New Hampshire.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Victoria has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vicki Gibbs | Victoria H Gibbs | Victoria J Halinski | Victoria Jane Halinski

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.
Licensed independent insurance agent

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Victoria Halinski Gibbs'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®

Experience


Current

January 15, 2025 - Present

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Office #1: 303 Islington Street, Portsmouth, NH 03801
RIA
CRD#: 170442
Portsmouth, NH
Past

March 22, 2019 - January 3, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
BOSTON, MA

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".
MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA
Registered Investment Advisory firm - (7/18/2014 Approved)
Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)
Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)
New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)

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
Maine
(1/15/2025)
IAR
Massachusetts
(1/27/2025)
IAR
New Hampshire
(1/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 6/12/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/22/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA
Registered Investment Advisory firm - (7/18/2014 Approved)
Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)
Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)
New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)
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Contact information


Main Address
303 Islington Street, Portsmouth, NH 03801
Mailing Address
Phone number
(603) 431-1444
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (11 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APPENDIX 1: WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management


Total Number of Accounts1,305
AUM (Assets Under Management)$ 463,984,110

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.

Company Information


MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

CRD#: 170442Portsmouth, NH 03801

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