Michael
Gilbert
Mutual Trust Asset Mgmt., Inc
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About this Advisor
Michael Gilbert is a financial advisor based in Clearwater, Florida, working with Mutual Trust Asset Mgmt., Inc. Michael has previously held positions at National Securities Corporation, Ufc, Morgan Stanley, Morgan Stanley Private Bank, National Association, Wells Fargo Clearing Services, LLC, and Mutual Trust Company Of America Securities. Michael has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Mutual Trust Asset Mgmt., Inc, which operates out of Clearwater, Florida. The firm has 3 offices and 9 employees. The firm manages assets totaling $241.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Mutual Trust Asset Mgmt., Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Trust Asset Mgmt., Inc Brokerage Details
$241,372,086
9
1,915
$126,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Michael Gilbert Work History
Mutual Trust Company Of America Securities
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
National Securities Corporation
Ufc
Disclosures
Please visit the SEC profile of Michael Gilbert 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 Mutual Trust Asset Mgmt., Inc
Clearwater, FL
Clearwater, FL
Boynton Beach, FL
Chandler, AZ
St. Petersburg, FL
St. Petersburg, FL
St. Petersburg, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.
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