Andrew Thomas Gilbert
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures on record.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
LONETREE WEALTH MANAGEMENT | LONETREE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
5100 Poplar Avenue Suite 1504, Memphis, TN 38137Phone Number
(502) 432-7373# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
361AUM (Assets Under Management)
$47,084,367Similar 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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State Registrations and Notice Filings
(11/7/2022)
(10/5/2022)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Thomas Gilbert's CRS (Customer Relationship Summary).
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