David Gibbons
David Gibbons is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsford, NY, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1150 Pittsford Victor Road Ste A, Pittsford, NY, 14534
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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 ActivitiesSells Insurance
David is the Director of Business Development for Canandaigua National Bank & Trust, overseeing client growth and retention for CNB Wealth Management and Canandaigua National Bank Insurance Agency. He also serves as Chairman of the Board for Canandaigua National Bank Insurance Agency and is a board member at Tennis Club of Rochester.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Guardian Investor Services LLCBroker
Sunamerica Capital Services, INC.Broker
Planco Financial Services, INC.Broker
Alliance Capital Management L P
Alliancebernstein Investment Research and Management, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Bear, Stearns & CO. INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations2 states
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.