Joseph Gilewski

Employer firm

Cs Planning Corp CRD 149937

$1.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2012 → 11/2018
  Graham Capital Advisers
  Apollo Beach, FL
• 09/2016 → 09/2018
  Graham Capital
  Tampa, FL
• 07/2019 → Present
  Caelestibus Wealth Management Inc.
  Vero Beach, FL
• 01/2019 → Present
  G And L Financial Planning
  Vero Beach, FL
• 10/2019 → 12/2025
  Cs Planning Corp.
  Portland, OR
• 01/2026 → Present
  Cs Planning Corp.
  Portland, OR

Previous Registrations

• 2019-10-30 → 2025-12-31
  Cs Planning Corp
  Vero Beach, FL
  Portland, OR
  Vero Beach, FL
• 2019-09-10 → 2019-12-31
  Caelestibus Wealth Management Inc.
  Vero Beach, FL
• 2016-09-22 → 2018-09-25
  Graham Capital Wealth Management, Llc
  Tampa, FL
  Washington, DC
  Tampa, FL

Other Businesses

Joseph Gilewski is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. He spends approximately 15 hours a week on this outside business activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-24

Other Names

• Joseph Patrick Gilewski