Celeste J. Gilbert

C.J.GILBERT FINANCIAL LLC

Weston, MA 02493

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CRD#: 7079278

Professional summary

Celeste Jeanne Gilbert, who also goes by Celeste Gilbert, is a registered financial advisor currently at C.J.GILBERT FINANCIAL LLC located in Weston, Massachusetts.

Celeste is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Celeste has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Celeste 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Celeste Jeanne 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®

None

Experience

Current

June 20, 2019 - Present

C.J.GILBERT FINANCIAL LLC

Office #1: The Weston Office Building 30 Colpitts Road, Weston, MA 02493

RIA

CRD#: 300837

Weston, MA

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

Massachusetts
(6/20/2019)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2019

Uniform Investment Adviser Law Examination

Current Firm

C.J.GILBERT FINANCIAL LLC

CRD#: 300837 / SEC#:

Massachusetts

Registered Investment Advisory firm - (6/20/2019 Approved)

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Contact information

Main Address

The Weston Office Building 30 Colpitts Road, Weston, MA 02493

Mailing Address

30 Colpitts Road P.o. Box 348, Weston, MA 02493

Phone number

(781) 899-4853

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 27,187,239

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.

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Celeste J. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Celeste Jeanne Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

C.J.GILBERT FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2019

Current Firm

C.J.GILBERT FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

C.J.GILBERT FINANCIAL LLC

TRUST BUT VERIFY

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