Adviser and broker representative · &Partners
Phillip E. Gilbert
CRD 6376343 · Clayton, MO
At a glance
Phillip E. Gilbert is an investment adviser representative with &Partners in Clayton, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Phillip’s SEC record dates to 2014, about 11 years ago. Phillip is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- &PartnersSince March 2026Clayton, MO · $30B in regulatory assets
SEC adviser record
- Registered since
- 2014 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Phillip’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.