Kevin
Gibney
Kevin M. Gibney And Company, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Gibney is a financial advisor working out of Iselin, New Jersey who has 14 years of industry experience. Gibney is an advisor for Kevin M. Gibney And Company, LLC. They have been with Kevin M. Gibney And Company, Llc for their whole career. Gibney holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Kevin M. Gibney And Company, LLC is an advisory business based out of Iselin, NJ. The investment advisory business has just two advisors. It oversees $217 million in assets under management among its 610 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 610 client accounts, 47% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on which service is offered. However, fees charged by Kevin M. Gibney And Company, LLC can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kevin M. Gibney And Company, LLC Brokerage Details
$217,370,157
2
610
$356,345
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevin Gibney Work History
Kevin has been registered as a financial advisor for 14 years.*
Kevin M. Gibney And Company, LLC
*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.
Disclosures
Please visit the SEC profile of Kevin Gibney 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 Kevin M. Gibney And Company, LLC
Iselin, NJ
Iselin, NJ
Iselin, NJ
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 profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
