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Miles Bryce Gibson

Schneider Downs Wealth Management Advisors, LP

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About Miles Bryce Gibson

Miles Bryce Gibson is an Investment Advisor Representative at Schneider Downs Wealth Management Advisors, LP. Miles has been registered with the SEC since November 2021. Miles is licensed in Pennsylvania. Miles is also a licensed investment advisor in Pennsylvania. Miles has passed both the Series 65 and Series 66 examinations. Miles has experience working with clients in various industries, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

Firm Information

Miles Gibson is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Miles Gibson’s Registration & Firm History

PA

11/22/2021 - Present

Schneider Downs Wealth Management Advisors, LP (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 11/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/17/2018

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Miles Bryce Gibson.
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