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Mitchell S. Gilbert

Pgim Investments LLC

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About Mitchell S. Gilbert

Mitchell S. Gilbert is a financial professional with experience in the financial services industry. Mitchell is currently registered with PGIM Investments, LLC in New Jersey. Mitchell previously worked at Pacer Financial, Inc. and has a Series 7TO, Series 63, and Series 65 licenses. Mitchell has experience providing advisory services to sponsors of wrap account platforms, investment companies, and business development companies.

Firm Information

Mitchell Gilbert is currently registered with Pgim Investments LLC. Pgim Investments LLC is an investment advisor registered with the SEC. The firm has 144 licensed agents, 67 investment adviser representatives, 230 registered representatives, and 96 employees who perform investment advisory functions. The firm's regulatory assets under management total $315,351,503,018, with $315,351,503,018 being discretionary. The firm primarily provides advisory services to sponsors of wrap account platforms, investment companies, and business development companies.
Pgim Investments LLC

655 BROAD STREET

NEWARK, NJ 07102

$315.35B

Assets Under Management

8

Total Clients

75

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mitchell Gilbert’s Registration & Firm History

NJ

01/22/2024 - Present

Pgim Investments LLC (NEWARK NJ)

PA

09/20/2023 - 12/15/2023

PACER FINANCIAL, INC. (Malvern PA)

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Licenses & Designations

BC

Issued 12/06/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/07/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell S. Gilbert.
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