Gilbert Hess is a fiduciary financial advisor in Fountain Valley, California, with 35 years in the industry. Gilbert joined Citigroup Global Markets in 2012, after a year at Select Portfolio Management and a year at Select Money Management. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
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Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
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About Gilbert
How do I contact Gilbert?
Call Citigroup Global Markets at (212) 816-6000 and ask for Gilbert Hess. Gilbert works from the Fountain Valley, CA office.
How long has Gilbert been a financial advisor?
Gilbert has been in the industry since 1991, about 35 years. Top 2% by experience at Citigroup Global Markets.
What licenses does Gilbert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gilbert a fiduciary?
Gilbert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gilbert paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gilbert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.