Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Kuta is a financial advisor who has been in the industry since 1983. Gilbert currently works at Aegis Capital Corp. He has previously worked at Capitol Securities Management, Inc., RBC Capital Markets Corporation, Ferris, Baker Watts, LLC, Smith Barney Shearson Inc., Lehman Brothers Inc., Paine Webber Incorporated, A. G. Edwards & Sons, Inc., Laidlaw Ansbacher Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gilbert offers financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MD
01/01/2025 - Present
Aegis Capital Corp. (TIMONIUM MD)
MD
08/31/2009 - 03/02/2020
CAPITOL SECURITIES MANAGEMENT, INC. (TIMONIUM MD)
MD
03/13/2009 - 09/08/2009
RBC CAPITAL MARKETS CORPORATION (HUNT VALLEY MD)
MD
02/17/1994 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HUNT VALLEY MD)
NY
07/31/1993 - 01/31/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
12/19/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
09/01/1989 - 12/11/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
02/13/1985 - 09/06/1989
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/17/1984 - 02/15/1985
LAIDLAW ANSBACHER INCORPORATED
NA
12/22/1982 - 06/11/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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