EG
EG

Eli Gelman

28 Years of Experience
New York, NY
Broker

Eli Gelman is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 28 years of industry experience. Eli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

520 Madison Avenue, New York, NY, 10022

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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

Eli is a board member of MAR JCC, a Jewish Community Center, dedicating a few hours per week. He reviews programs, new initiatives, and general functions at the center.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs 2 mos
Jefferies LLC
July 2015 - Present · 11 yrs
Jefferies LLCBroker
July 2015 - Present · 11 yrs
Previous Registrations
Leucadia Asset Management LLC
August 2015 - August 2023 · 8 yrs
Morgan StanleyBroker
June 2009 - August 2015 · 6 yrs 2 mos
Morgan Stanley
June 2009 - August 2015 · 6 yrs 2 mos
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
Dominick & Dominick LLC
March 2006 - October 2007 · 1 yr 7 mos
Dominick & Dominick LLCBroker
February 2006 - October 2007 · 1 yr 8 mos
Lehman Brothers INC.
June 2004 - January 2006 · 1 yr 7 mos
Lehman Brothers INC.Broker
September 1997 - January 2006 · 8 yrs 4 mos
State Registrations12 states
CACODCDEFLGAMDNJNYOHPRWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.