Daniel William Gibson
CIMA®Professional Summary
Daniel William Gibson, CIMA®, who also goes by Daniel W Gibson, is a registered financial advisor currently at MSH CAPITAL ADVISORS LLC located in Dallas, Texas and M. S. HOWELLS & CO. located in Dallas, Texas. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel W Gibson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | DRIFTMARK CAPITAL | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
Contact Information
Main Address
23350 N Pima Road, Scottsdale, AZ 85255-7153Phone Number
(480) 563-2021# of Employees
35SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,362AUM (Assets Under Management)
$1,346,296,531Similar Advisors
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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.
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Primary Firm SEC Registration
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | DRIFTMARK CAPITAL | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
State Registrations and Notice Filings
(11/11/2025)
(11/11/2025)
(11/11/2025)
(11/11/2025)
(11/11/2025)
(11/11/2025)
(11/11/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel William Gibson's CRS (Customer Relationship Summary).
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