Christian Gilbert has been an investment adviser representative at Wealth Advisors since February 2008, and is not listed among the firm’s executive officers or direct owners. Christian Gilbert holds a Bachelor of Science in Business with a Financial Services major from Wright State University.
Wealth Advisors, LLC is a Springboro, OH firm with $202M under management, 272 clients and 3 advisers in one office, as of its February 2026 filing.
Christian Gilbert is Director of Wealth Advising of McCarthy Wealth & Tax Advisors. Gilbert specializes in portfolio modeling and rebalancing, retirement planning analysis, and tax planning and research, with over 17 years of experience in the financial services industry. Gilbert became a Registered Investment Adviser Representative in 2008.
- – present · 18 yearsSpringboro, OH · Adviser representative · Firm CRD 135875
Professional designations
Listed by Wealth Advisors
- CFP®
Investment adviser representative registrations
Christian Gilbert is registered as an investment adviser representative in Ohio, since February 2008.
- OhioSince 21 February 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 January 2008 |
- Name
- Uniform Combined State Law Examination
- Full name
- Christian A. Gilbert
- CRD
- 5431809
- Firm
- Wealth Advisors · CRD 135875
- Office
- 115 SOUTH MAIN STREET, Springboro, OH 45066
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mccarthywealth.com
Where does Christian Gilbert work?
Christian Gilbert is an investment adviser representative registered through Wealth Advisors, LLC since February 2008, and is not listed among the firm’s executive officers or direct owners.
Is Christian Gilbert a financial advisor?
Yes. Christian Gilbert has a current investment-adviser registration in Ohio, through Wealth Advisors since February 2008.
How many years of experience does Christian Gilbert have?
Christian Gilbert has 18 years in the financial industry, since February 2008, across 1 adviser firm.
What exams has Christian Gilbert passed?
Christian Gilbert passed the Series 66 in January 2008.
Where is Christian Gilbert based?
Christian Gilbert’s registered office is in Springboro, OH.
Is Christian Gilbert registered with FINRA?
No. Christian Gilbert has no current broker registration.
Is Christian Gilbert a CFP?
Wealth Advisors lists Christian Gilbert with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Christian Gilbert’s record?
Search CRD 5431809 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christian Gilbert’s full registration record.
