Gilbert Stroud Scarborough

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2011 → 02/2020
  J.P Morgan Chase Bank
  New York, NY
• 07/2012 → Present
  Giv Investments I, Llc
  New York, NY
• 02/2020 → Present
  Wells Fargo Clearing Services, Llc.
  New York, NY

Previous Registrations

• 2011-06-24 → 2020-03-12
  J.P. Morgan Securities Llc
  New York, NY
• 2009-01-21 → 2011-07-11
  Barclays Capital Inc.
  New York, NY
• 2008-04-08 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY

Other Businesses

GIV INVESTMENTS I, LLC, INVT RELATED, WILMINGTON, DE, 100% OWNERSHIP, START DATE 1/16/2004, 0 HRS PER MONTH, 0 HRS DURING TRADING, BOOKKEEPING. | DUNE DRIVE INVESTMENTS, LLC, INVT RELATED, WILMINGTON, DE, 100% OWNERSHIP, START DATE 9/27/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, LIABILITY PROTECTION FOR HOME PURCHASE. | PETE'S TRUST; INV RELATED; WILMINGTON, DE; TRUSTEE; START DATE 12/26/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; SERVE AS TRUSTEE ON DAD'S ACCT

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07
• S63 Uniform Securities Agent State Law Examination
  2003-03-17

Other Names

• Brett Scarborough
• Gilbert Stroud Scarborough