Michael
Giblin
Transitus Wealth Partners LLC
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About this Advisor
Michael Giblin is a certified financial planner based in Wilmington, North Carolina with a total of 2 years of relevant experience. Giblin is currently employed by Transitus Wealth Partners LLC. Over the course of their career, they have held roles at Raymond James Financial Services, Cameron School Of Business, Uncw, Raymond James Financial Services Advisors, Inc and Transitus Wealth Partners, LLC. Giblin has Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in North Carolina. Transitus Wealth Partners LLC is a registered investment firm that has its headquarters in Wilmington, NC. The company has a total of six financial advisors. It controls $201 million in assets under management between its 808 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 808 customer accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees usually vary depending on the type of financial services provided. Fee types billed by Transitus Wealth Partners LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transitus Wealth Partners LLC Brokerage Details
$200,703,808
6
808
$248,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Michael Giblin Work History
Michael has been registered as a financial advisor for 2 years.*
Transitus Wealth Partners, LLC
Cameron School Of Business, Uncw
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
*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 Michael Giblin 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 Transitus Wealth Partners LLC
Wilmington, NC
Dacula, GA
Wilmington, NC
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.
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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.
