Unclaimed Profile

Peter Joseph Gibson

ACCOLADE INVESTMENT ADVISORY, LLC·COLUMBUS, Ohio

Series 65Clean record18 years registeredACCOLADE INVESTMENT ADVISORY, LLC

8700 ORION PLACE, COLUMBUS, OH 43240-2078CRD# 5467097Firm CRD# 145635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Joseph Gibson · COLUMBUS, OH

Registration

CRD #5467097 · ACCOLADE INVESTMENT ADVISORY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Apr 2008 – present

ACCOLADE INVESTMENT ADVISORY, LLC

Apr 2008 – Dec 2008

TALLAHASEE, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCOLADE INVESTMENT ADVISORY, LLC

CRD 145635 · SEC 801-68695

AUM

$1.4B

Regulatory assets under management

Employees

41 client accounts

Services offered by ACCOLADE INVESTMENT ADVISORY, LLC

Per Form ADV

Selection of other advisers

View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Joseph Gibson offer?

Peter Joseph Gibson specializes in Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Peter Joseph Gibson's credentials?

Peter Joseph Gibson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Joseph Gibson located?

Peter Joseph Gibson is based in COLUMBUS, Ohio, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Peter Joseph Gibson charge for services?

Peter Joseph Gibson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCOLADE INVESTMENT ADVISORY, LLC?

ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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