Kevin Gibney
Kevin Gibney is a registered investment advisor at Kevin M. Gibney and Company, LLC, based in Iselin, NJ, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 104 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may vary based on several factors, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, type of services required, account composition, negotiations with client, etc.
Fee Estimator
Location
120 Wood Ave. South, Suite 507, Iselin, NJ, 08830
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 ActivitiesSells Insurance
Kevin is a licensed insurance producer in several states, operating under his own name. He dedicates minimal time to these activities, including during securities trading hours.
Employment History
Current Registrations
Kevin M. Gibney and Company, LLC
Previous Registrations
The Ayco Company,l.p.
Lord, Abbett & CO. LLC
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.