Robert
Gibb

H & A Wealth Advisors

CRD#1513737
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Robert Gibb is a certified financial planner based in Pittsburgh, Pennsylvania, with 21 years of work experience. Gibb works at H & A Wealth Advisors. Their career trajectory has included roles at Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors), Securities America, Inc, Securities America Advisors, Inc and Lpl Financial, LLC. Gibb maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. H & A Wealth Advisors is a firm that has its headquarters in Pittsburgh, Pennsylvania. It manages $242 million in assets under management between its 492 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 492 accounts, 20% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules largely depend on which services are offered. Fee types charged by H & A Wealth Advisors most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

301 Grant Street Suite 300
Pittsburgh, PA 15219

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H & A Wealth Advisors Brokerage Details

Total Assets Under Management

$242,582,511

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

9

PA Average: 41
Total Number of Accounts

534

PA Average: 3,342
Average Account Size

$454,274

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
  • Educational seminars/workshops

Robert Gibb Work History

Robert has 21 years of experience.

2011 - Present (8 years)

Lpl Financial, LLC

1998 - 2011 (13 years)

Securities America Advisors, Inc

1997 - Present (22 years)

Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors)

1997 - 2011 (14 years)

Securities America, Inc

Disclosures

Robert Gibb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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