Roger C. Gibson

GIBSON CAPITAL

Wexford, PA 15090

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CRD#: 845833

Professional summary

Roger Cass Gibson is a registered financial advisor currently at GIBSON CAPITAL, LLC located in Wexford, Pennsylvania.

Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Roger has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Roger Cass Gibson's CRS (Customer Relationship Summary).

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

January 22, 2009 - Present

GIBSON CAPITAL, LLC

Office #1: 6600 Brooktree Court Suite 2200, Wexford, PA 15090

RIA

CRD#: 148836

Wexford, PA

Past

October 6, 1994 - March 31, 2009

GIBSON CAPITAL MANAGEMENT LTD

RIA

CRD#: 107743

PITTSBURGH, PA

Past

November 24, 1993 - July 21, 2000

GIBSON INVESTMENTS, LTD

CRD#: 31130

PITTSBURGH, PA

Past

July 20, 1979 - December 18, 1993

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

December 5, 1977 - August 16, 1979

FINANCIAL ESTATE PLANNING, INC.

CRD#: 287

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".

GIBSON CAPITAL, LLC

CRD#: 148836 / SEC#: 801-69774

RIA

Registered Investment Advisory firm - (1/22/2009 Approved)

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

Pennsylvania
(1/22/2009)

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

State Security Law Exam

Series 63

Date: 4/20/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/1977

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/7/1982

General Securities Principal Examination

Current Firm

GIBSON CAPITAL, LLC

CRD#: 148836 / SEC#: 801-69774

RIA

Registered Investment Advisory firm - (1/22/2009 Approved)

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Contact information

Main Address

6600 Brooktree Court Suite 2200, Wexford, PA 15090

Mailing Address

Phone number

(724) 934-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GIBSON CAPITAL, LLC FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,179
AUM (Assets Under Management)	$ 2,622,930,742

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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Advisor Monitoring

Firm Stability Insights

Roger C. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roger Cass Gibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GIBSON CAPITAL MANAGEMENT LTD

GIBSON INVESTMENTS, LTD

ALLEGHENY INVESTMENTS, LTD.

FINANCIAL ESTATE PLANNING, INC.

Primary Firm SEC Registration

GIBSON CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/20/1987

Series 7

Date: 11/19/1977

Series 24

Date: 10/7/1982

Current Firm

GIBSON CAPITAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GIBSON CAPITAL, LLC

TRUST BUT VERIFY

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