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David Gilbert

Chief Executive Officer at Clarion Partners

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

David Gilbert is Chief Executive Officer of Clarion Partners, LLC, a New York investment adviser managing $73.7B. David Gilbert has passed the Series 22, Series 7, Series 63 and SIE.

Role at Clarion Partners

Title on Schedule A
Chief Executive Officer
Control
David Gilbert is a control person of Clarion Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Gilbert has held the filed role since May 2017.

The firm

Clarion Partners, LLC
New York, NY

Form ADV filed 27 February 2026

$73.7B AUM36 clients180 advisers7 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 7 and Series 63 · 2005
  3. Passed Series 22 · 1993

Registrations and exams

No current adviser or broker registration. David Gilbert has passed 4 qualifying exams.

Examinations

Series 6312 August 2005
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 712 April 2005
Name
General Securities Representative Examination
Series 2213 January 1993
Name
Direct Participation Programs Representative Examination

Individual record

Full name
David Joseph Gilbert
CRD
1747016
Firm
Clarion Partners, LLC
Registration status
No current adviser or broker registration
Firm bio
clarionpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

David Gilbert is Chairman and Chief Executive Officer of Clarion Partners and a member of its Executive Board and Investment Committee. The page says he joined Clarion in 2007. Official firm biography

Education

Common questions

Where does David Gilbert work?

David Gilbert has been Chief Executive Officer of Clarion Partners, LLC since May 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 February 2026

Does David Gilbert have a current investment-adviser registration?

David Gilbert has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has David Gilbert passed?

David Gilbert has passed 4 licensing exams: the Series 22, Series 7, Series 63 and SIE. The earliest, the Series 22, was passed in January 1993.

Source: IAPD individual record, checked 17 October 2026

Leadership at Clarion Partners

Sources

  1. IAPD individual record, CRD 1747016. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Clarion Partners, LLC, filed 27 February 2026. Title, control and ownership bands.
  3. Clarion Partners team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Gilbert or Clarion Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.