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Michael Chase Gilbert

Mutual Trust Asset Mgmt., Inc.

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About Michael Chase Gilbert

Michael Chase Gilbert is a financial advisor with over 8 years of experience in the industry. Michael currently works at Mutual Trust Asset Mgmt., Inc. based in Clearwater, FL. Michael previously worked at WELLS FARGO CLEARING SERVICES, LLC and MORGAN STANLEY. Michael has a Series 66, Series 7 and SIE licenses and is registered in Arizona and Florida.

Firm Information

Michael Gilbert is currently registered with Mutual Trust Asset Mgmt., Inc.. Mutual Trust Asset Mgmt., Inc. is a registered investment advisor based in Tampa, FL. The firm provides financial planning, portfolio management for individuals, and selection of other advisers. They manage approximately $241,372,086 in assets for 1,915 clients, including 854 individuals and 31 high-net-worth individuals.
Mutual Trust Asset Mgmt., Inc.

2701 N. ROCKY POINT DRIVE, SUITE 1000

TAMPA, FL 33607

$241.37M

Assets Under Management

51

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate & financial planning

Estate & financial planning

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning & advisory

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Michael Gilbert’s Registration & Firm History

FL

04/09/2023 - Present

Mutual Trust Asset Mgmt., Inc. (Clearwater, FL FL)

FL

03/29/2019 - 01/13/2023

WELLS FARGO CLEARING SERVICES, LLC (LAND O LAKES FL)

FL

07/17/2015 - 04/01/2019

MORGAN STANLEY (TAMPA FL)

FL

01/29/2015 - 07/20/2015

NATIONAL SECURITIES CORPORATION (AVENTURA FL)

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Licenses & Designations

BOTH

Issued 06/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Chase Gilbert.
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