Ethan David Gilbert
Financial advisor at Rialto Wealth Management, LLC · Syracuse, NY
Last updated 2026-10-10
Claim your profileEthan David Gilbert is a financial advisor at Rialto Wealth Management, LLC in Syracuse, NY, CRD 5929778. Licenses and exams on the registration: Series 63. First registered 2021-05-25.
Registration
- CRD number
- 5929778
- Registration status
- Active
- First registered
- 2021-05-25
- Years of experience
- 11
- States registered
- NY, TX
Licenses and exams
- Series 63
Designations
- Certified Financial Planner
Work history
- 2017-01 to 2022-04 · Rockbridge Investment Management, LLC · Syracuse, NY
- 2017-01 to 2017-12 · Disciplined Capital Management · Syracuse, NY
- 2015-01 to 2016-12 · U.S. House of Representatives · Washington, DC
- 2022-02 to Present · Rialto Wealth Management · Skaneateles, NY
Current employment
- Rialto Wealth Management · Syracuse, NY
Rialto Wealth Management, LLC
- Regulatory AUM
- $625,918,000
- Registered advisors
- 8
- Offices
- 1
- Clients per advisor
- 43.0 (Low)
- Average AUM per client
- $1.8M (Low)
- High-net-worth client ratio
- 42.4% (Moderate)
Rialto Wealth Management, LLC: advisors, services and reported ETF investments
Reported ETF positions
Rialto Wealth Management reports 271 ETF positions worth $441.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPTM — State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $38.8M |
| IEFA — iShares Core MSCI EAFE ETF | $26.4M |
| VOO — Vanguard S&P 500 ETF | $26.1M |
| VCSH — Vanguard Short-Term Corporate Bond ETF | $22M |
| VEA — Vanguard FTSE Developed Markets ETF | $19.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Rialto Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $55.5K | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $55.5K | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $4.2M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $16.4M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Rialto Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
Location
126 N Salina St., Syracuse, NY 13202
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 315-992-9129
Official record
Are you Ethan David Gilbert?
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