DG
Daniel W. Gibson
MSH CAPITAL ADVISORS LLC
Dallas, TX 75205
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CRD#: 6542700
DG
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel W Gibson
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel William Gibson's 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®
Experience
Current
November 11, 2025 - Present
MSH CAPITAL ADVISORS LLC
Office #1: 7001 Preston Rd. Suite 250, Dallas, TX 75205RIA
CRD#: 157835
Dallas, TX
Current
November 11, 2025 - Present
M. S. HOWELLS & CO.
Office #1: 7001 Preston Rd. Suite 250, Dallas, TX 75205BD
CRD#: 104100
Dallas, TX
Past
November 25, 2019 - November 14, 2025
ROCKEFELLER FINANCIAL LLC
RIA
CRD#: 291361
Dallas, TX
Past
November 22, 2019 - November 14, 2025
ROCKEFELLER FINANCIAL LLC
BD
CRD#: 291361
Dallas, TX
Past
September 25, 2015 - November 26, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DALLAS, TX
Past
August 20, 2015 - November 26, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DALLAS, TX
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".
MC
MSH CAPITAL ADVISORS LLC
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
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/11/2025)
RR
Florida(11/11/2025)
RR
Nebraska(11/11/2025)
RR
Texas(11/11/2025)
IAR
Texas(11/11/2025)
RR
Virginia(11/11/2025)
RR
Wyoming(11/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MC
MSH CAPITAL ADVISORS LLC
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
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23350 N Pima Road, Scottsdale, AZ 85255-7153
Mailing Address
Phone number
(480) 563-2021
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,077 |
| AUM (Assets Under Management) | $ 1,094,329,678 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MSH CAPITAL ADVISORS LLC
CRD#: 157835Dallas, TX 75205TRUST BUT VERIFY
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