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Roger Cass Gibson

Gibson Capital, LLC

Wexford, PA

CRD 845833

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Employer firm

Gibson Capital, LLC CRD 148836

$3.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Gibson Capital, Llc

6600 Brooktree Court Suite 2200, Wexford, PA 15090 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-01-22
  • PA RA
    APPROVED
    Since 2009-01-22

Branch Locations

6600 Brooktree Court Suite 2200, Wexford, PA 15090 • 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
Gibson Capital, Llc Wexford PA 01/2016 Present
Previous Registrations
  • 1994-10-06 → 2009-03-31
    Gibson Capital Management Ltd
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-04-20
  • S63 Uniform Securities Agent State Law Examination
    1987-04-20
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FRAGASSO FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
CITIZENS SECURITIES, INC.

Nearby Investors

TED WILLIAM DROST
DAVID PRATTI
TIMOTHY PAUL BUGGY

Nearby Offices

FRAGASSO FINANCIAL ADVISORS · Wexford, PA
EQUITABLE ADVISORS, LLC · WEXFORD, PA
CITIZENS SECURITIES, INC. · WEXFORD, PA

More in Wexford, PA

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