David Gilbert is a CFA-designated registered investment advisor at Sheets Smith Wealth Management, based in Winston-Salem, NC, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 411 clients with $1.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
120 Club Oaks Court, Suite 200, Winston-Salem, NC, 27104
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
David is a partner, officer, and/or director in several real estate organizations, including Hanes Mill Summit, LLC; Holly and Fourth, LLC; Plaza Parkway Properties, LLC; Club Oaks Partners, LLC; and Club Oaks Partners II, LLC.
Employment History
Current Registrations
Sheets Smith Wealth Management
State Registrations1 state
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.