DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mitchell S. Gilbert
Feed of 09/14/2026
Also filed as Mitch Gilbert
At current firm
0 y
since May 7, 2026
In the industry
15 y
since Sep 1, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cohen & Steers Capital Management Inc. asset manager currentsince May 7, 2026 · New York, Ny
- Pgim Investments LLC asset managerJan 22, 2024 to Apr 23, 2026 · Newark, Nj
- Pacer Advisors, Inc. asset managerJul 20, 2023 to Dec 15, 2023 · Malvern, Pa
- Fisher Investments independent RIADec 17, 2021 to Apr 6, 2023 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Pgim Investments LLC to Cohen & Steers Capital Management Inc.left Apr 23, 2026, registered May 7, 2026 (14 days) · Other
- Pacer Advisors, Inc. to Pgim Investments LLCleft Dec 15, 2023, registered Jan 22, 2024 (38 days) · Other
- Fisher Investments to Pacer Advisors, Inc.left Apr 6, 2023, registered Jul 20, 2023 (105 days) · Other
Signals
- Mitchell S. Gilbert left Pgim Investments Llc for Cohen & Steers Capital Management Inc. (registered 2026-05-07)Apr 23, 2026 · Advisor changed firm · fact
- Mitchell S. Gilbert left Pacer Advisors, Inc. for Pgim Investments Llc (registered 2024-01-22)Dec 15, 2023 · Advisor changed firm · fact
- Mitchell S. Gilbert left Fisher Investments for Pacer Advisors, Inc. (registered 2023-07-20)Apr 6, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address