Matthew Eric Gilbert
Professional Summary
Matthew Eric Gilbert, who also goes by Matt Eric Gilbert, Matt Gilbert, Matthew Gilbert, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Eric Gilbert, Matt Gilbert, Matthew Gilbert
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Videos & Posts
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SUMMIT FINANCIAL, LLC
Contact Information
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SUMMIT FINANCIAL, LLC
Disclosures on record.
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Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
THOMA BRAVO CAPITAL MARKETS, LLC
Contact Information
Main Address
110 North Wacker Drive 32nd Floor, Chicago, IL 60606-1511Mailing Address
110 North Wacker Drive 32nd Floor, Chicago, IL 60606-1511Phone Number
(312) 254-3300Established
Delaware since 09/21/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US 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 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Mar 2021About the Series 79TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Aug 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Eric Gilbert's CRS (Customer Relationship Summary).
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