AdvisorOS Directory
Claim Profile
Unclaimed Profile
GG

Gerald Matthew Gibbons

EAGLE WEALTH ADVISORS·MANHATTAN, New York
SIE, Series 4, Series 7, Series 24, Series 52TO, Series 63, Series 79TO, Series 99TOClean recordEAGLE WEALTH ADVISORS
810 7TH AVENUE, MANHATTAN, NY 10019CRD# 2447903Firm CRD# 299219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Matthew Gibbons · MANHATTAN, NY
Registration
CRD #2447903 · EAGLE WEALTH ADVISORS
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 52TO
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EAGLE WEALTH ADVISORS
CRD 299219 · SEC 801-117505
AUM
$139M
Regulatory assets under management
Employees
3
253 client accounts
Services offered by EAGLE WEALTH ADVISORS
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EAGLE WEALTH ADVISORS →
Introduction

Speak with Gerald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gerald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MANHATTAN?

Browse all registered financial advisors in MANHATTAN, New York or claim this profile if it's yours.

Browse MANHATTAN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Gerald Matthew Gibbons offer?
Gerald Matthew Gibbons specializes in Financial Planning, Investment Management. Contact their office in MANHATTAN, New York for a consultation.
What are Gerald Matthew Gibbons's credentials?
Gerald Matthew Gibbons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Matthew Gibbons located?
Gerald Matthew Gibbons is based in MANHATTAN, New York, working with EAGLE WEALTH ADVISORS. Their office serves clients in the MANHATTAN metropolitan area and surrounding communities.
How does Gerald Matthew Gibbons charge for services?
Gerald Matthew Gibbons's firm is compensated through percentage of aum, other: consulting fees fixed and hourly. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAGLE WEALTH ADVISORS?
EAGLE WEALTH ADVISORS has approximately 3 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EAGLE WEALTH ADVISORS

Antony Carmine Naccarelli
NEW YORK, NY

More Advisors in MANHATTAN, New York

Keith Leon Beverly
GRID 202 LLC·MANHATTAN, NY
Charles Thomas Lawrence
CHASSON GROUP, INC.·MANHATTAN, NY
Anna Clarette N'jie-Konte
GRID 202 LLC·MANHATTAN, NY
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile