President/ceo · Large and Gilbert Wealth Advisory
Rhonda M. Gilbert
CRD 3139095 · Named on Form ADV at one SEC-registered adviser
At a glance
Large and Gilbert Wealth Advisory, an SEC-registered wealth manager based in Atlanta, GA with $247 million in regulatory assets, lists Rhonda M. Gilbert on its Form ADV as President/ceo, a control person.
Firms and roles
- Large and Gilbert Wealth AdvisoryPresident/ceoWealth manager · Atlanta, GA · $247M in regulatory assets
AtlasMembers
Rhonda’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
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Colleagues named on the same filings
- Thomas K. SavageCfo/treasurer, Large and Gilbert Wealth Advisory
- Gary S. FortierSecretary/chief Compliance Officer, Large and Gilbert Wealth Advisory
- Andrew J. GilbertChief Investment Officer, Large and Gilbert Wealth Advisory
- Ryan P. McCaffertyPartner, Large and Gilbert Wealth Advisory
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rhonda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.