Sylvia Gilmore has been an investment adviser representative at Aletheian Wealth Advisors since February 2020, and is not listed among the firm’s executive officers or direct owners.
Aletheian Wealth Advisors LLC is a Bellevue, WA firm with $413M under management, 137 clients and 5 advisers across 3 offices, as of its February 2026 filing.
- – present · 6 yearsLascassas, TN · Adviser representative · Firm CRD 304623
Investment adviser representative registrations
Sylvia Gilmore is registered as an investment adviser representative in 2 states. The first approvals date from February 2020; the most recent is Tennessee, in January 2025.
- TennesseeSince 24 January 2025
- WashingtonSince 14 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sylvia Jane Gilmore
- CRD
- 7210137
- Firm
- Aletheian Wealth Advisors · CRD 304623
- Office
- Lascassas, TN
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Sylvia Gilmore work?
Sylvia Gilmore is an investment adviser representative registered through Aletheian Wealth Advisors LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Sylvia Gilmore a financial advisor?
Yes. Sylvia Gilmore has a current investment-adviser registration in Tennessee and Washington, through Aletheian Wealth Advisors since February 2020.
How many years of experience does Sylvia Gilmore have?
Sylvia Gilmore has 6 years in the financial industry, since February 2020, across 1 adviser firm.
What exams has Sylvia Gilmore passed?
Sylvia Gilmore passed the Series 65 in February 2020.
Where is Sylvia Gilmore based?
Sylvia Gilmore’s registered office is in Lascassas, TN.
Is Sylvia Gilmore registered with FINRA?
No. Sylvia Gilmore has no current broker registration.
How can I verify Sylvia Gilmore’s record?
Search CRD 7210137 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sylvia Gilmore’s full registration record.
