Gary Kelman is a registered investment advisor, based in Charlottesville, VA, with 25 years of industry experience.
Location
Charlottesville, VA
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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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Gary owns real estate and is an advisory representative of an RIA. Working as an advisory rep takes nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2025 - Present · 1 yr 4 mos
Cambridge Investment Research Advisors, INC.
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2013 - March 2025 · 11 yrs 6 mos
Ameriprise Financial Services, LLCBroker
September 2013 - March 2025 · 11 yrs 6 mos
UBS Financial Services INC.
November 2008 - October 2013 · 4 yrs 11 mos
UBS Financial Services INC.Broker
November 2008 - October 2013 · 4 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
January 2004 - April 2007 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
November 2003 - April 2007 · 3 yrs 5 mos
Intersecurities, INC.Broker
November 2000 - April 2002 · 1 yr 5 mos
Transamerica Financial Resources, INC.Broker
September 1999 - November 2000 · 1 yr 2 mos
Wma Securities, INC.Broker
February 1999 - September 1999 · 7 mos
State Registrations18 states
AZCACOCTFLGAHIIDILMDMTNCNJORTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.