Miles
Gibson

Schneider Downs Wealth Management Advisors, Lp

CRD#6967938
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Miles Gibson is a financial advisor based out of Pittsburgh, Pennsylvania, with a total of 14 years in the industry. Gibson currently works for Schneider Downs Wealth Management Advisors, Lp. Their career trajectory has included roles at University Of Pittsburgh, Wilkins Township Road Department, Schneider Downs & Co., Inc, Shape Training, Edgewood Country Club, Starwood Hotels, Woodland Hills High School, Ccac, Sdadvantage Retirement Solutions, Lp, United States Marine Corps and Schneider Downs Wealth Management Advisors, Lp. Gibson has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Schneider Downs Wealth Management Advisors, Lp is a registered investment firm that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has a total of 26 employees. It controls $3 billion in assets under management among its 1,725 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves four charitable organizations. Of its 1,725 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. Schneider Downs Wealth Management Advisors, Lp offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Schneider Downs Wealth Management Advisors, Lp likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

One Ppg Place, Suite 1700
Pittsburgh, PA 15222

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Schneider Downs Wealth Management Advisors, Lp Brokerage Details

Total Assets Under Management

$2,471,843,351

PA Average: $15,833,994,310
Total Number of Employees

26

PA Average: 41
Total Number of Accounts

1,725

PA Average: 3,342
Average Account Size

$1,432,953

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Miles Gibson Work History

Miles has 14 years of experience.

2021 - Present (2 years)

Schneider Downs Wealth Management Advisors, Lp

2018 - 2018 (< 1 year)

Sdadvantage Retirement Solutions, Lp

2018 - 2021 (3 years)

United States Marine Corps

2017 - 2017 (< 1 year)

Wilkins Township Road Department

2017 - 2018 (1 year)

Schneider Downs & Co., Inc

2016 - 2016 (< 1 year)

Schneider Downs & Co., Inc

2015 - 2017 (2 years)

University Of Pittsburgh

2015 - 2017 (2 years)

Shape Training

2012 - 2018 (6 years)

Starwood Hotels

2012 - 2015 (3 years)

Ccac

2009 - 2012 (3 years)

Woodland Hills High School

2008 - 2015 (7 years)

Edgewood Country Club

Disclosures

Miles Gibson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Schneider Downs Wealth Management Advisors, Lp

David Brinkman
Columbus, OH
Alexander Papson
Pittsburgh, PA
Tyler Brose
Pittsburgh, PA
Sean Mccann
Pittsburgh, PA
Alissa Garcia
Pittsburgh, PA
James Moyer
Pittsburgh, PA
Michael Bucci
Pittsburgh, PA
Demetrius Kokales
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.

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