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Celeste Jeanne Gilbert

C.J.GIlbert Financial LLC

Weston, MA

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Current Employers
C.J.GIlbert Financial Llc

The Weston Office Building 30 Colpitts Road, Weston, MA 02493 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-06-20
  • MA RA
    APPROVED
    Since 2019-06-20

Branch Locations

The Weston Office Building 30 Colpitts Road, Weston, MA 02493 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.W. Swenson Investment Counsel Weston MA 11/2014 07/2018
  • 11/2014 → 07/2018
    J.W. Swenson Investment Counsel
    Weston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-11
  • S65 Uniform Investment Adviser Law Examination
    2019-01-11
Other Names
  • Celeste Gilbert

View on SEC IAPD

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