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Charles Vogts Guilbault

GUILBAULT CAPITAL LLC·METAIRIE, Louisiana
SIE, Series 7, Series 31, Series 66Clean record21 years registeredGUILBAULT CAPITAL LLC
3850 N CAUSEWAY BLVD., METAIRIE, LA 70002CRD# 4630365Firm CRD# 331160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Vogts Guilbault · METAIRIE, LA
Registration
CRD #4630365 · GUILBAULT CAPITAL LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

GUILBAULT CAPITAL
Aug 2024 – present
WELLS FARGO ADVISORS
Jul 2015 – Aug 2024
METAIRIE, LA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jun 2005 – Jul 2015
NEW ORLEANS, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · June 22, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GUILBAULT CAPITAL LLC
CRD 331160 · SEC 801-130286
AUM
$313M
Regulatory assets under management
Employees
3
651 client accounts
Services offered by GUILBAULT CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GUILBAULT CAPITAL LLC →
Introduction

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05

Frequently Asked Questions

What services does Charles Vogts Guilbault offer?
Charles Vogts Guilbault specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Charles Vogts Guilbault's credentials?
Charles Vogts Guilbault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Vogts Guilbault located?
Charles Vogts Guilbault is based in METAIRIE, Louisiana, working with GUILBAULT CAPITAL LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Charles Vogts Guilbault charge for services?
Charles Vogts Guilbault's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUILBAULT CAPITAL LLC?
GUILBAULT CAPITAL LLC has approximately 3 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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