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GG
CFP · ChFC
GG
CFP · ChFC

Gilbert Gallant

Ameriprise Financial Services, LLC
28 Years of Experience
Danvers, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gilbert Gallant is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Danvers, MA, with 28 years of industry experience. Gilbert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Conifer Hill Drive, Unit 307, Danvers, MA, 01923-1168

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gilbert sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of Ledgewood Financial, Inc., which facilitates securities, advisory, and insurance business, taking up nearly all of Gilbert's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
January 2026 - Present · 9 mos
Ameriprise Financial Services, LLC
January 2026 - Present · 9 mos
Previous Registrations
Commonwealth Financial NetworkBroker
July 2018 - January 2026 · 7 yrs 6 mos
Commonwealth Financial Network
July 2018 - January 2026 · 7 yrs 6 mos
LPL Financial LLC
January 2006 - August 2018 · 12 yrs 7 mos
LPL Financial LLCBroker
January 2001 - August 2018 · 17 yrs 7 mos
Invest Financial CorporationBroker
August 2000 - December 2000 · 4 mos
Park Avenue Securities LLCBroker
May 1999 - July 2000 · 1 yr 2 mos
Guardian Investor Services CorporationBroker
June 1998 - May 1999 · 11 mos
State Registrations14 states
CACTFLMAMDMEMONHNYOHPARISDTX
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.
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