AG
CFP
AG
CFP

Adam Gelmon

13 Years of Experience
Broker

Adam Gelmon is a CFP-designated registered investment advisor, based in Dallas, TX, with 13 years of industry experience.

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.

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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 11 mos
Steward Partners Investment Advisory, LLC
July 2019 - Present · 6 yrs 9 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

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Exams
No exam information available for this advisor.