Barry Gilbert is a registered investment advisor, based in Watertown, MA, with 12 years of industry experience.
Location
Watertown, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barry is the Vice President, Asset Allocation Strategist for CWM, LLC DBA Carson Partners, CWM, LLC DBA Carson Group Holdings, and Carson Group Investing (CGI, LLC). These roles involve supporting asset allocation processes, developing asset allocations, and portfolio construction, taking up nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Carson Group Investing
Cwm, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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