The Burney Company

Investment Advisor
in Lakewood Ranch, FL

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About this Advisor

Gilbert Green is a financial advisor operating in Lakewood Ranch, Florida who has 7 years of industry experience. Green is an advisor for The Burney Company. They have been employed by The Burney Company for their whole career. Green has a Series 63 license, designating them as a securities representative, and is able to advise clients in Florida. The Burney Company is an advisory firm operating out of Reston, VA. The investment advisory business has offices in 14 locations and a total of 41 employees. It manages $2 billion in total assets among its 4,175 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to four charitable organizations. Of its 4,175 client accounts, 46% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Fees for financial advisory services vary depending on which services the firm provides the client. Fee types charged by The Burney Company likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Lakewood Ranch, FL

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The Burney Company Brokerage Details

Total Assets Under Management


FL Average: $1,835,309,194
Total Number of Employees


FL Average: 32
Total Number of Accounts


FL Average: 1,458
Average Account Size


FL Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Gilbert Green Work History

Gilbert has been registered as a financial advisor for 7 years.*

1980 - Present (44 years)

The Burney Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Gilbert Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Burney Company

Harriet Fountain
Reston, VA
Kyle Mcfarland
Reston, VA
Adam Newman
Indian Land, SC
Bijal Patel
Richmond, VA
Roch Monnig
Knoxville, TN
Leslie Sinyard
Watkinsville, GA
Andrew Pratt
Reston, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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