MG
Mitchell S. Gilbert
COHEN & STEERS CAPITAL MANAGEMENT
New York, NY 10036
Some features on this profile are disabled
CRD#: 7438883
MG
Professional summary
Mitchell S. Gilbert, who also goes by Mitch Gilbert, Mitchell Gilbert, Mitchell Scot Gilbert, is a registered financial advisor currently at COHEN & STEERS CAPITAL MANAGEMENT INC. located in New York, New York and COHEN & STEERS SECURITIES, LLC located in New York, New York.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Mitchell has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitch Gilbert | Mitchell Gilbert | Mitchell Scot 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.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell S. 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
May 7, 2026 - Present
COHEN & STEERS CAPITAL MANAGEMENT INC.
Office #1: 1166 Avenue Of The Americas 30th Floor, New York, NY 10036RIA
CRD#: 106266
New York, NY
Current
May 7, 2026 - Present
COHEN & STEERS SECURITIES, LLC
Office #1: 1166 Avenue Of The Americas 30th Floor, New York, NY 10036BD
CRD#: 29258
New York, NY
Past
January 22, 2024 - April 23, 2026
PGIM INVESTMENTS LLC
RIA
CRD#: 105670
NEWARK, NJ
Past
January 18, 2024 - April 23, 2026
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
NEWARK, NJ
Past
September 20, 2023 - December 15, 2023
PACER FINANCIAL, INC.
BD
CRD#: 137040
Malvern, PA
Past
July 20, 2023 - December 15, 2023
PACER ADVISORS, INC.
RIA
CRD#: 137381
MALVERN, PA
Past
December 17, 2021 - April 6, 2023
FISHER INVESTMENTS
RIA
CRD#: 107342
Tampa, FL
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".
C&
COHEN & STEERS CAPITAL MANAGEMENT INC.
COHEN & STEERS | COHEN & STEERS CAPITAL MANAGEMENT, INC. | COHEN & STEERS CAPITAL MANAGEMENT INC.
CRD#: 106266 / SEC#: 801-27721
RIA
Registered Investment Advisory firm - (8/7/1986 Approved)New York
Registered Investment Advisory firm - (3/28/2003 Cancelled)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
Alabama(5/7/2026)
RR
Alaska(5/7/2026)
RR
Arizona(5/7/2026)
RR
Arkansas(5/7/2026)
RR
California(5/7/2026)
RR
Colorado(5/7/2026)
RR
Connecticut(5/7/2026)
RR
Delaware(5/7/2026)
RR
District of Columbia(5/7/2026)
RR
Florida(5/7/2026)
RR
Georgia(5/7/2026)
RR
Hawaii(5/7/2026)
RR
Idaho(5/7/2026)
RR
Illinois(5/7/2026)
RR
Indiana(5/7/2026)
RR
Iowa(5/7/2026)
RR
Kansas(5/7/2026)
RR
Kentucky(5/7/2026)
RR
Louisiana(5/7/2026)
RR
Maine(5/7/2026)
RR
Maryland(5/7/2026)
RR
Massachusetts(5/7/2026)
RR
Michigan(5/7/2026)
RR
Minnesota(5/7/2026)
RR
Mississippi(5/7/2026)
RR
Missouri(5/7/2026)
RR
Montana(5/7/2026)
RR
Nebraska(5/7/2026)
RR
Nevada(5/7/2026)
RR
New Hampshire(5/7/2026)
RR
New Jersey(5/7/2026)
RR
New Mexico(5/7/2026)
RR
New York(5/7/2026)
IAR
New York(5/7/2026)
RR
North Carolina(5/7/2026)
RR
North Dakota(5/7/2026)
RR
Ohio(5/7/2026)
RR
Oklahoma(5/7/2026)
RR
Oregon(5/7/2026)
RR
Pennsylvania(5/7/2026)
RR
Rhode Island(5/7/2026)
RR
South Carolina(5/7/2026)
RR
South Dakota(5/7/2026)
RR
Tennessee(5/7/2026)
RR
Texas(5/7/2026)
RR
Utah(5/7/2026)
RR
Vermont(5/7/2026)
RR
Virginia(5/7/2026)
RR
Washington(5/7/2026)
RR
West Virginia(5/7/2026)
RR
Wisconsin(5/7/2026)
RR
Wyoming(5/7/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
C&
COHEN & STEERS CAPITAL MANAGEMENT INC.
COHEN & STEERS | COHEN & STEERS CAPITAL MANAGEMENT, INC. | COHEN & STEERS CAPITAL MANAGEMENT INC.
CRD#: 106266 / SEC#: 801-27721
RIA
Registered Investment Advisory firm - (8/7/1986 Approved)New York
Registered Investment Advisory firm - (3/28/2003 Cancelled)PREMIUM
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Contact information
Main Address
1166 Avenue Of The Americas 30th Floor, New York, NY 10036
Mailing Address
Phone number
(212) 832-3232
Established
Firm type
Fiscal year end
# of Employees
357
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 80,991,295,731 |
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.
