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Gilbert Donovan

3 Years of Experience
Fairfield, CT

Gilbert Donovan is a registered investment advisor at Gcd Financial Planning and Advisory Services, based in Fairfield, CT, with 3 years of industry experience. Gilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

GCD Financial Planning does not manage investments or take custody of investments. They provide advice and recommendations, but clients retain full control over their investment decisions. GCD Financial Planning recommends reputable securities firms for clients to use in implementing their investment plans. Clients enter into agreements for investment and custody directly with those firms.

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Location

Fairfield, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.