Jay Gelbein is a CFP-designated registered investment advisor, based in Staten Island, NY, with 26 years of industry experience.
Location
1212 Willowbrook Road, Staten Island, NY, 10314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is the owner of Jay Gelbein and Company CPAs LLP, providing accounting services and tax preparation since 1980. He spends nearly full-time on CPA financial statement preparation, tax planning, and tax return preparation, and about 10-20% of his time on other activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations5 states
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.