Paul Gemmiti is a CFP-designated registered investment advisor at Portfolio Allocators LLC, based in Saratoga Springs, NY, with 4 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Tax Planning. Their firm serves 13 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Saratoga Springs, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is the sole owner of Paul J Gemmiti CPA PLLC, a tax preparation service started in 1985. He dedicates nearly full-time hours to this business, with about half of those hours occurring during securities trading hours.
Employment History
Current Registrations
Portfolio Allocators LLC
State Registrations1 state
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