Morgan Stanley
43yrs
Top advisor by experience in Elmira
3yrs
Bryan Gilbert
Full name on record: Bryan Patrick Gilbert
Financial advisor at State Farm Investment Management
Based in Elmira, New York, Bryan Gilbert is a fiduciary financial advisor with 3 years of industry experience. Bryan has been with State Farm Investment Management since 2023. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 38 advisors with offices in Elmira, and one of 27 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1141 Broardway St Suite 7, Elmira, NY 14904
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowState Farm Investment Management Corp.Current firm
Contact Bryan
Local office(607) 733-6623Ask for Bryan. (800) 447-0740Main office · Bloomington, IL 1141 Broardway St Suite 7Elmira, NY 14904Office · Get directions
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call Bryan’s local office at (607) 733-6623 or the State Farm Investment Management main office at (800) 447-0740, and ask for Bryan Gilbert.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Bryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Bryan 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.
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