Audrey Leigh Gibson
Professional Summary
Audrey Leigh Gibson, who also goes by Audrey Gibson, is a registered financial advisor currently at CAPITAL CONNECT, LLC located in Vero Beach, Florida. Audrey is registered as a RR (Registered Representative) and started their career in finance in 2015. Audrey has worked at 3 firms and has passed the Series 63, Series 82TO, SIE, Series 3 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
Audrey Gibson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Current Firm
CAPITAL CONNECT FL, LLC | CAPITAL CONNECT, LLC
Contact Information
Main Address
191 Silver Moss Drive, Vero Beach, FL 32963Mailing Address
191 Silver Moss Drive, Vero Beach, FL 32963Phone Number
(646) 265-2400Established
Wyoming since 10/18/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (35 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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.
The advisor shows no other business activity.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Sep 2026About the Series 82TO examSRO Registrations
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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CRS (Client Relationship Summary) - BD
Click below to view Audrey Leigh Gibson's CRS (Customer Relationship Summary).
Similar Advisors
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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