Mickale Gilbert has been an investment adviser representative at Lord and Richards Wealth Management since September 2026, and is not listed among the firm’s executive officers or direct owners. Mickale Gilbert holds a Bachelor of Science in Computer Information Systems Management from Colorado Christian University.
Lord and Richards Wealth Management, LLC is a Highlands Ranch, CO firm with $129M under management, 1,228 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Mickale Gilbert is a Financial Advisor of Lord and Richards. He has more than 13 years of experience in the financial services industry, including more than 12 years as a Financial Consultant. His experience includes trading, risk management and wealth management, and his career has centered on relationship management, investment guidance and client education.
Mickale Gilbert’s longest registration was 5 years at Charles Schwab & Co., Inc. (2020–2026). Before joining Lord and Richards Wealth Management in 2026, Mickale Gilbert was registered through Charles Schwab & Co., Inc.
- Lord and RichardsCurrent– present · under a yearHighlands Ranch, CO · Adviser representative · Firm CRD 328907
- Charles Schwab & Co., Inc.– · 5 yearsLone Tree, CO · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Mickale Gilbert is registered as an investment adviser representative in Colorado, since September 2026.
- ColoradoSince 2 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 November 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 29 June 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 December 2013 |
| Series 7 | General Securities Representative Examination | 10 December 2013 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mickale Weshon Gilbert
- CRD
- 6248829
- Firm
- Lord and Richards Wealth Management · CRD 328907
- Office
- 8744 KENDRICK CASTILLO WAY, SUITE 100, Highlands Ranch, CO 80129
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lordandrichards.com
Where does Mickale Gilbert work?
Mickale Gilbert is an investment adviser representative registered through Lord and Richards Wealth Management, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Mickale Gilbert a financial advisor?
Yes. Mickale Gilbert has a current investment-adviser registration in Colorado, through Lord and Richards Wealth Management since September 2026.
How many years of experience does Mickale Gilbert have?
Mickale Gilbert has 12 years in the financial industry, since January 2014, across 2 adviser firms.
What exams has Mickale Gilbert passed?
Mickale Gilbert has passed 4 licensing exams: the Series 7, Series 63, Series 9 and Series 66. The earliest, the Series 7, was passed in December 2013. FINRA credited Mickale Gilbert with the SIE, which began in October 2018.
Where did Mickale Gilbert work before Lord and Richards Wealth Management?
Before Lord and Richards Wealth Management, Mickale Gilbert was registered through Charles Schwab & Co., Inc., November 2020 to September 2026.
Where is Mickale Gilbert based?
Mickale Gilbert’s registered office is in Highlands Ranch, CO.
Is Mickale Gilbert registered with FINRA?
No. Mickale Gilbert has no current broker registration.
How can I verify Mickale Gilbert’s record?
Search CRD 6248829 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mickale Gilbert’s full registration record.
