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Gretchen Marie Tibbits

Capstone Partners

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About Gretchen Marie Tibbits

Gretchen Marie Tibbits is a registered representative with Capstone Partners, a firm with an active Broker-Dealer (BD) scope. Gretchen has been in the financial industry since December 31, 2021. Gretchen holds the Series 63, Series 24, and Series 79TO licenses. Gretchen has a registration with the state of New York. Gretchen was previously registered with DC ADVISORY.

Firm Information

Gretchen Tibbits is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gretchen Tibbits’s Registration & Firm History

NY

05/08/2024 - Present

Capstone Partners (New York NY)

NY

01/01/2022 - 05/17/2024

DC ADVISORY (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/31/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gretchen Marie Tibbits. Review regulatory record here.
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