Gilbert Davis is a PFS-designated registered investment advisor at Wells Fargo Advisors, based in Pittsburgh, PA, with 25 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1501 Reedsdale St, Ste 4005, Pittsburgh, PA, 15233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gilbert is a non-equity partner at Case Sabatini, a CPA firm, since 1981, and also works at an accounting firm under the same name since 2005. He also serves as a trustee for a friend's trust and holds a CPA professional license; these activities each take about 10-20% of his time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
Atlas Brokerage Company, L.P.Broker
State Registrations15 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.
Exams
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