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James Edward Bickley

GIBRALTAR WEALTH MANAGEMENT, LLC·ABINGTON, Pennsylvania
SIE, Series 1, Series 4, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65Clean record27 years registeredGIBRALTAR WEALTH MANAGEMENT, LLC
1117 OLD YORK ROAD, ABINGTON, PA 19001CRD# 820632Firm CRD# 124128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Bickley · ABINGTON, PA
Registration
CRD #820632 · GIBRALTAR WEALTH MANAGEMENT, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

GIBRALTAR WEALTH MANAGEMENT, LLC
Mar 2003 – present
TRIDENT ADVISORS INC
May 1999 – Apr 2003
HORSHAM, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 4
Series 7
Series 24
Series 27
Series 53
Series 63
Series 65
Registration record
First registered · May 26, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128 · SEC 801-126154
AUM
$150M
Regulatory assets under management
Employees
6
211 client accounts
Services offered by GIBRALTAR WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GIBRALTAR WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does James Edward Bickley offer?
James Edward Bickley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABINGTON, Pennsylvania for a consultation.
What are James Edward Bickley's credentials?
James Edward Bickley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Bickley located?
James Edward Bickley is based in ABINGTON, Pennsylvania, working with GIBRALTAR WEALTH MANAGEMENT, LLC. Their office serves clients in the ABINGTON metropolitan area and surrounding communities.
How does James Edward Bickley charge for services?
James Edward Bickley's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GIBRALTAR WEALTH MANAGEMENT, LLC?
GIBRALTAR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GIBRALTAR WEALTH MANAGEMENT, LLC

William Howard Miller
ABINGTON, PA

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