SG
CFP · ChFC
SG
CFP · ChFC

Semene Gilden

19 Years of Experience
Easton, MD
Broker

Semene Gilden is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Easton, MD, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

28601 Marlboro Avenue, Suite 201, Easton, MD, 21601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Semene is a board member and officer for Centreville Rotary, a civic/religious/community organization, since July 2024. This activity requires about 15 hours per month outside of business hours, or a few hours per week.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2019 - September 2024 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2019 - September 2024 · 4 yrs 9 mos
Bb&t Securities, LLCBroker
January 2018 - December 2019 · 1 yr 11 mos
Bb&t Securities, LLC
January 2018 - December 2019 · 1 yr 11 mos
Bb&t Investment Services, INC.
November 2012 - January 2018 · 5 yrs 2 mos
Bb&t Investment Services, INC.Broker
April 2012 - January 2018 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2012 · 2 yrs 5 mos
Banc of America Investment Services, INC.Broker
August 2006 - October 2009 · 3 yrs 2 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.