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Anthony Gellert

4 Years of Experience
New York, NY

Anthony Gellert is a registered investment advisor at Livingston Capital Advisors, LLC, based in New York, NY, with 4 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $4.9M in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$619K average
Assets Under Management
$4.9M

Fee Structure

Investment management only (planning not offered)

Livingston Capital Advisors manages private investment funds. The fees for these services are detailed in the fund's disclosure documents, which Livingston Capital Advisors will provide. Additional fee information is available in the fund's prospectus.

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Location

1325 Ave. of the Americas, Floors 27 and 28, New York, NY, 10019

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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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Employment History
Current Registrations
Livingston Capital Advisors, LLC
December 2021 - Present · 4 yrs 5 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Anthony Gellert - Financial Advisor | TrueAdvisor