AG
CFP
AG
CFP

Adam Alexander Gelmon

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
419 advisors
Number of Clients
31,228 clients
Average Client Portfolio
$793K average
Assets Under Management
$24.8B

Fee Structure

Minimum Investment:$10K
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Location

1920 McKinney Avenue, Suite 1150, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adam is the owner of The Sabin Group and a wealth advisor at Steward Partners Global Advisory, LLC, each taking about half of his time. He is also a passive investor in WIB Security LTD, Cyber 19 LLC, and 59 CH Ventures Master LP- Umbra Series B.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 3 yrs 9 mos
Steward Partners Investment Advisory, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
July 2019 - May 2022 · 2 yrs 10 mos
J.P. Morgan Securities LLC
February 2013 - July 2019 · 6 yrs 5 mos
J.P. Morgan Securities LLCBroker
January 2013 - July 2019 · 6 yrs 6 mos
State Registrations24 states
ARAZCACOCTDCFLHIIDILMAMEMNMONCNHNYOHOKSCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.