Adam
Gelmon
Steward Partners Investment Advisory, LLC
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About this Advisor
Adam Gelmon is a certified financial planner based out of Dallas, Texas, who has 4 years of relevant experience. Gelmon is an advisor for Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory LLC, Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC. Gelmon maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Steward Partners Investment Advisory, LLC is a registered investment company that has its headquarters in New York, NY. The company has offices in 45 locations and a total of 363 advisors. It administers $12 billion in assets between its 27,637 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 45 charitable organizations. Of its 27,637 client accounts, 55% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules depend on which services are offered. However, fees billed by Steward Partners Investment Advisory, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Adam Gelmon Work History
Adam has been registered as a financial advisor for 4 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory LLC
Steward Partners Global Advisory LLC
Raymond James Financial Services, Inc
Jpmorgan Chase Bank Na
J.P. Morgan Securities LLC
*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 Gelmon 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 Steward Partners Investment Advisory, LLC
Washington, DC
Clearwater, FL
New York, NY
Portland, ME
Paramus, NJ
New York, NY
New York, NY
Saint Louis, MO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
