Edward Britt Gilbert

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → Present
  Ascend Financial Services
  St Paul, MN
• 02/2001 → 08/2023
  Minnesota Life
  St Paul, MN
• 02/2001 → Present
  Strategic Resources Group
  Mt Pleasant , SC
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Daniel Island, SC
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-04-06 → 2023-08-10
  Securian Financial Services, Inc.
  Daniel Island, SC
  St. Paul, MN

Other Businesses

CFG INVESTMENT PROPERTIES LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2006 ADDRESS: , Daniel Island SC , United States DESCRIPTION: Member COMMONWEALTH CARES FOUNDATION POSITION: Officer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2008 ADDRESS: , Daniel Island SC , United States DESCRIPTION: Officer COMMONWEALTH FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2016 ADDRESS: , Daniel Island SC , United States DESCRIPTION: Agent/Broker HEALTH INSURANCE POSITION: Salesperson NATURE: Referral Agreement INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 1036 Lansing Drive,, Suite 200, Mt Pleasant SC 29464, United States DESCRIPTION: BeneCurve, Group Health Benefits. Referral fee from Group Health Benefits Broker

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1998-09-01

Other Names

• Edwqard Britt Gilbert