Michael Chase Gilbert

Current Employers

Employment History

• 06/2015 → 03/2019
  Morgan Stanley
  Boca Raton, FL
• 08/2015 → 03/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2019 → 01/2023
  Wells Fargo Clearing Services, Llc
  Tampa, FL
• 01/2023 → 02/2023
  Unemployed
  Tampa, FL
• 03/2023 → 10/2024
  Mutual Trust Company Of America Securities
  St. Petersburg, FL
• 10/2024 → 02/2025
  Calton & Associates, Inc.
  Tampa, FL
• 02/2025 → Present
  Simplicity Wealth
  Summit, NJ
• 03/2023 → 02/2025
  Universal Financial Consultant
  Clearwater, FL
• 03/2026 → Present
  Gilbert Wealth Group
  Clearwater, FL

Previous Registrations

• 2023-04-09 → 2024-10-25
  Mutual Trust Asset Mgmt., Inc.
  Clearwater, Fl, FL
• 2019-03-29 → 2023-01-13
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Land O Lakes, FL
  Wesley Chapel, FL
• 2015-07-17 → 2019-04-01
  Morgan Stanley
  Boca Raton, FL
  Tampa, FL

Other Businesses

Gilbert Wealth Group; 1499 Gulf-to-bay Blvd, Clearwater FL; owner/Insurance sales; Speak with clients about different insurance products; 20 hours per month; investment related: yes; Start date 03/2026 Michael Chase Gilbert; 1499 Gulf-to-bay Blvd, Clearwater FL 33753; registered insurance agent; Speak with clients about different insurance products; 20 hours per month; investment related: yes; Start date 03/2026

Exams

• S66 Uniform Combined State Law Examination
  2015-06-16

Other Names

• Michael Gilbert