David Gelman
David Gelman is a registered investment advisor at LPL Financial LLC, based in New York, NY, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
70 West 40th Street, 8th Floor, New York, NY, 10018
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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
David is the owner/president of Gelman Pension Consulting, Inc. since 1990, where he provides actuarial consulting and benefits administration, dedicating nearly full-time hours. David also owns Cornerstone Investments, Inc. since 1998, where he sells insurance, dedicating a few hours per week, and Incremental Music since 2015, where he does personal music promotion, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Nationwide Investment Services CorporationBroker
Nathan & Lewis Securities, INC.Broker
State Registrations8 states
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