Paul Gelormini is a registered investment advisor, based in Los Altos, CA, with 34 years of industry experience.
Location
4966 El Camino Real ste 121, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul provides financial advisory and wealth management services through Gelormini Financial, taking nearly a full-time commitment. He also recommends fixed insurance products, including annuities and life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Promontory Financial Planning, LLC
Previous Registrations
Liberty Wealth Management, LLC
Liberty Wealth Management, LLC
Liberty Group, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Eplanning Advisors INC
Eplanning Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Gt Global, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.