Member and CCO · Rialto Wealth Management
Ethan D. Gilbert
CRD 5929778 · Named on Form ADV at one SEC-registered adviser
At a glance
Rialto Wealth Management, an SEC-registered wealth manager based in Syracuse, NY with $626 million in regulatory assets, lists Ethan D. Gilbert on its Form ADV as Member and CCO, a control person.
Firms and roles
- Rialto Wealth ManagementMember and CCOWealth manager · Syracuse, NY · $626M in regulatory assets
AtlasMembers
Ethan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Edward J. BarnoMember, Rialto Wealth Management
- Michael L. AntonacciMember, Rialto Wealth Management
- Rachel A. Sheehy RyanPartner, Rialto Wealth Management
- Jeffrey H. WatsonPartner, Rialto Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ethan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.