Adam
Gelbein
Avantax Advisory Services
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About this Advisor
Adam Gelbein is a financial advisor working in Staten Island, New York who has 2 years of relevant experience. Gelbein is on the advisory team at Avantax Advisory Services. Over the course of their career, Gelbein has held roles at Jay Gelbein Cpa, Avantax Investment Services, Inc, Jay Gelbein And Company Certified Public Accountant, Avantax Insurance Agency, LLC and Avantax Advisory Services. Gelbein has a Series 63 license, designating them as a securities agent, and is able to work in New York. Avantax Advisory Services is a registered investment company that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It manages $31 billion in total assets between its 123,393 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the financial services offered. However, fees billed by Avantax Advisory Services likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Gelbein Work History
Adam has been registered as a financial advisor for 2 years.*
Avantax Insurance Agency, LLC
Jay Gelbein And Company Certified Public Accountant
Avantax Investment Services, Inc
Avantax Advisory Services
Jay Gelbein Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Gelbein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Irving, TX
Melville, NY
Ann Arbor, MI
Irving, TX
Lansdale, PA
Irving, TX
Irving, TX
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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