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Gerald Matthew Gibbons

EAGLE WEALTH ADVISORS·MANHATTAN, New York
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Gerald Matthew Gibbons is a registered financial advisor based in MANHATTAN, New York, affiliated with EAGLE WEALTH ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EAGLE WEALTH ADVISORS
EAGLE WEALTH ADVISORS
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: CONSULTING FEES FIXED AND HOURLY
Regulatory
SEC/IARD CRD# 2447903
Firm CRD# 299219
View on FINRA BrokerCheck →

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05

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.
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