Matthew E. Gilbert
Professional summary
Matthew Eric Gilbert, who also goes by Matt Eric Gilbert, Matt Gilbert, Matthew Gilbert, is a registered financial professional currently at THOMA BRAVO CAPITAL MARKETS, LLC located in Miami, Florida.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2011. Matthew has worked at 2 firms and has passed the Series 7TO, Series 79TO, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Eric Gilbert's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2021 - Present
THOMA BRAVO CAPITAL MARKETS, LLC
Office #1: 830 Brickell Plaza Suite 5100, Miami, FL 33131August 30, 2011 - February 28, 2013
UBS SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 5/3/2021
General Securities Representative ExaminationSeries 79TO
Date: 3/20/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
THOMA BRAVO CAPITAL MARKETS, LLC
CRD#: 311317 / SEC#: , 8-70612
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THOMA BRAVO ADVISERS, L.P. | MEMBER | |
| ALPER, JENNIFER JAMES | PRINCIPAL, INVESTOR RELATIONS & MARKETING | 7309562 |
| KRZAK, ALEXANDER JACOB | PRINCIAL OPERATIONS OFFICER | 6349160 |
| MOCK, ERWIN HECTOR | PRINCIPAL, HEAD OF CAPITAL MARKETS | 4236454 |
| PORTNOFF, DAVID ROSS | FIN OP, PRINCIPAL FINANCIAL OFFICER | 2977967 |
| SCHWAB, STEVEN ANTHONY | SENIOR DIRECTOR, DEPUTY GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 4589027 |
Red Flags
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Company Information
THOMA BRAVO CAPITAL MARKETS, LLC
CRD#: 311317Miami, FL 33131TRUST BUT VERIFY
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