Andrew T. Gilbert

LONETREE WEALTH MANAGEMENT

MEMPHIS, TN 38137

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CRD#: 6568574

Professional summary

Andrew Thomas Gilbert, CFP® is a registered financial advisor currently at LONETREE WEALTH MANAGEMENT located in Memphis, Tennessee.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

Insurance sales; yes; individual capacity; 5/hrs per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Gilbert'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 5, 2022 - Present

LONETREE WEALTH MANAGEMENT

Office #1: 5100 Poplar Avenue Suite 1504, Memphis, TN 38137

RIA

CRD#: 322711

MEMPHIS, TN

Past

April 7, 2016 - October 13, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

MEMPHIS, TN

Past

February 23, 2016 - October 13, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MEMPHIS, TN

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

Louisiana
(11/7/2022)

IAR

Tennessee
(10/5/2022)

IAR

Texas
(11/3/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/4/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2016

General Securities Representative Examination

Current Firm

LONETREE WEALTH MANAGEMENT

LONETREE WEALTH MANAGEMENT | LONETREE WEALTH MANAGEMENT, LLC

CRD#: 322711 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/7/2022 Approved)

Tennessee

Registered Investment Advisory firm - (9/8/2022 Approved)

Texas

Registered Investment Advisory firm - (11/1/2022 Conditional Restricted)

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Contact information

Main Address

5100 Poplar Avenue Suite 1504, Memphis, TN 38137

Mailing Address

Phone number

(502) 432-7373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 44,574,286

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Andrew T. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONETREE WEALTH MANAGEMENT

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2016

Current Firm

LONETREE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONETREE WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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