GM
CFP
GM
CFP
Gilbert Moscatello
28 Years of Experience
Parsippany, NJ
1 DisclosureBrokerSells Insurance
Gilbert Moscatello is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 28 years of industry experience.
Location
14 Walsh Dr, Ste 100, Parsippany, NJ, 07054
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Regulatory History (1)
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Customer Dispute
January 2004Closed-No Action
Other Business ActivitiesSells Insurance
Gilbert is an agent/broker for Allied Wealth Partners selling fixed insurance, spending a few hours per week. He also participates in volunteer work, owns Independent Wealth Strategies, is a notary public, and is on the advisory council for Provident Bank, each requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
June 2004 - August 2023 · 19 yrs 2 mos
Securian Financial Services, INC.Broker
June 2004 - August 2023 · 19 yrs 2 mos
Securian Financial Services, INC.
June 2004 - June 2004 · 0 mos
Ws Griffith Securities, INC.
June 2002 - June 2004 · 2 yrs
Ws Griffith Securities, INC.Broker
July 1997 - June 2004 · 6 yrs 11 mos
State Registrations22 states
AZCACTDEFLGAHIMAMDMENCNHNJNYOHORPARISCTXUTVA
AdvisorBrokerBoth
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.