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Pat M Gilbert is a financial advisor professional located in Baltimore, MD. They specialize in financial advisory. With over 28 years of experience, they bring deep expertise to every client.
Pat M Gilbert - Foreside Fund Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Pat M Gilbert operates Foreside Fund Services, LLC, a financial advisory firm based in Baltimore, Maryland. With 28 years of experience in the financial services industry, Gilbert brings substantial tenure to client relationships and portfolio management. The firm holds a FINRA CRD license number 2840881, which governs securities-related advisory activities. This lengthy track record reflects sustained engagement in financial planning and investment advisory services within the Baltimore region.
A FINRA CRD license indicates that Pat M Gilbert is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities brokers and advisors in the United States. This registration means the advisor has met baseline competency requirements and is subject to FINRA oversight, compliance rules, and ongoing regulatory scrutiny. The CRD (Central Registration Depository) number allows clients and regulators to verify licensing status and review any disciplinary history. This designation signals authorization to engage in securities advisory and brokerage activities within defined regulatory boundaries.