AdvisorRanked
95
Clean

KEVIN M. GIBNEY AND COMPANY, LLC

33 WOOD AVE SOUTH, ISELIN, NJ 8830
Fiduciaryfee-onlySEC Registered
908-970-9800 HTTP://WWW.GIBNEYWEALTH.COM CRD #151879
$307M
Assets Managed
2
Clients
2
Employees
17
Years Active
since 2009

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 17 years.

Firm Details

Legal NameKEVIN M. GIBNEY AND COMPANY, LLC
CRD Number#151879
SEC RegisteredYes
Registration Date2009-10-20
States RegisteredNJ
Assets Under Management$307M
Number of Clients2
Employees2
Compensation Typefee-only
Last ADV Filing46111

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Frequently Asked Questions

Is KEVIN M. GIBNEY AND COMPANY, LLC a fiduciary?

Yes. KEVIN M. GIBNEY AND COMPANY, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does KEVIN M. GIBNEY AND COMPANY, LLC charge clients?

KEVIN M. GIBNEY AND COMPANY, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does KEVIN M. GIBNEY AND COMPANY, LLC have any complaints?

No. KEVIN M. GIBNEY AND COMPANY, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 17 years of operation.

How does KEVIN M. GIBNEY AND COMPANY, LLC compare to other advisors in ISELIN?

KEVIN M. GIBNEY AND COMPANY, LLC has a Red Flag Score of 95/100. There are 2 registered advisory firms in ISELIN. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.