Miles
Gibson
Schneider Downs Wealth Management Advisors, Lp
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Years of Experience
Services Offered
Fee Structure
Disclosures
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.
Schneider Downs Wealth Management Advisors, Lp Brokerage Details
$2,471,843,351
26
1,725
$1,432,953
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Schneider Downs Wealth Management Advisors, Lp
Sdadvantage Retirement Solutions, Lp
United States Marine Corps
Wilkins Township Road Department
Schneider Downs & Co., Inc
Schneider Downs & Co., Inc
University Of Pittsburgh
Shape Training
Starwood Hotels
Ccac
Woodland Hills High School
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
Columbus, OH
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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.
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, and 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.