MG
Matthew L. Gilbert
IFM (US) SECURITIES
New York, NY 10036
Some features on this profile are disabled
CRD#: 6955224
MG
Professional summary
Matthew Lane Gilbert, who also goes by Matt Gilbert, is a registered financial professional currently at IFM (US) SECURITIES, LLC located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2019. Matthew has worked at 4 firms and has passed the Series 66, Series 63, Series 3, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Matt Gilbert
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.
MR. GILBERT HAS HELD AN ACTIVE INSURANCE PRODUCER LICENSE WITH THE STATE OF NEW JERSEY (LICENSE # 1674729) AND PENNSYLVANIA (LICENSE # 857531) THAT WAS OBTAINED ON JULY 6, 2018. WHILE BOTH OF HIS LICENSES DO NOT EXPIRE UNTIL OCTOBER 31, 2020, MR. GILBERT HAS NO INTENTIONS OF USING IT FOR AN OUTSIDE BUSINESS ACTIVITY WHILE HE IS EMPLOYED AT FS INVESTMENT SOLUTIONS, LLC.
CRS (Client Relationship Summary) - BD
Click below to view Matthew Lane 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®
NoneExperience
Current
October 8, 2025 - Present
IFM (US) SECURITIES, LLC
Office #1: 114 West 47th Street 19th Floor, New York, NY 10036BD
CRD#: 166325
New York, NY
Past
July 8, 2022 - September 11, 2025
PIMCO INVESTMENTS LLC
BD
CRD#: 154957
NEW YORK, NY
Past
February 18, 2021 - July 5, 2022
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
New York, NY
Past
November 13, 2020 - July 5, 2022
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
New York, NY
Past
September 16, 2019 - November 2, 2020
FS INVESTMENT SOLUTIONS, LLC
BD
CRD#: 145244
PHILADELPHIA, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(10/8/2025)
RR
Alaska(10/8/2025)
RR
Arizona(10/8/2025)
RR
Arkansas(10/8/2025)
RR
California(10/8/2025)
RR
Colorado(10/8/2025)
RR
Connecticut(10/8/2025)
RR
Delaware(10/8/2025)
RR
District of Columbia(10/8/2025)
RR
Florida(10/8/2025)
RR
Georgia(10/8/2025)
RR
Hawaii(10/8/2025)
RR
Idaho(10/8/2025)
RR
Illinois(10/8/2025)
RR
Indiana(10/8/2025)
RR
Iowa(10/8/2025)
RR
Kansas(10/8/2025)
RR
Kentucky(10/8/2025)
RR
Louisiana(10/8/2025)
RR
Maine(10/8/2025)
RR
Maryland(10/8/2025)
RR
Massachusetts(10/8/2025)
RR
Michigan(10/8/2025)
RR
Minnesota(10/8/2025)
RR
Mississippi(10/8/2025)
RR
Missouri(10/8/2025)
RR
Montana(10/8/2025)
RR
Nebraska(10/8/2025)
RR
Nevada(10/8/2025)
RR
New Hampshire(10/8/2025)
RR
New Jersey(10/8/2025)
RR
New Mexico(10/8/2025)
RR
New York(10/8/2025)
RR
North Carolina(10/8/2025)
RR
North Dakota(10/8/2025)
RR
Ohio(10/8/2025)
RR
Oklahoma(10/8/2025)
RR
Oregon(10/8/2025)
RR
Pennsylvania(10/8/2025)
RR
Rhode Island(10/8/2025)
RR
South Carolina(10/8/2025)
RR
South Dakota(10/8/2025)
RR
Tennessee(10/8/2025)
RR
Texas(10/8/2025)
RR
Utah(10/8/2025)
RR
Vermont(10/8/2025)
RR
Virginia(10/8/2025)
RR
Washington(10/8/2025)
RR
West Virginia(10/8/2025)
RR
Wisconsin(10/8/2025)
RR
Wyoming(10/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/16/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
I(
IFM (US) SECURITIES, LLC
IFM (US) SECURITIES, LLC
CRD#: 166325 / SEC#: , 8-69201
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
114 West 47th Street 19th Floor, New York, NY 10036
Mailing Address
114 West 47th Street 19th Floor, New York, NY 10036
Phone number
(212) 784-2260
Established
Delaware since 11/19/2012
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| IFM INVESTORS (US), LLC | MEMBER | |
| GARCIA, JULIO FRANCISCO | DIRECTOR | 2910097 |
| GEORGARAKIS, DIMITRIOS | CHIEF OPERATING OFFICER | 6917695 |
| GRUBER, RICHARD EDWARD | CHIEF COMPLIANCE OFFICER | 5256033 |
| KIRSCHENBLAT, CHAD ETHAN | FINANCIAL AND OPERATIONS PRINCIPAL | 2503352 |
| MODY, ANDREA CRAWFORD | CHIEF EXECUTIVE OFFICER | 5409587 |
| RANDALL, RICHARD ALLEN | DIRECTOR | 5395562 |
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.
