Adam Gelbein is a registered investment advisor, based in Schaumburg, IL, with 16 years of industry experience.
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is a partner at Jay Gelbein and Company, a tax preparation and accounting firm, dedicating about half his time. Adam also serves as a fractional CFO for Dopple Labs, an AI chatbot platform, spending a few hours per week on financial statement preparation and bookkeeping.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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