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Maxwell Gendelman

Philadelphia, PA
Broker

Maxwell Gendelman is a registered investment advisor, based in Philadelphia, PA.

Location

Philadelphia, PA

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History

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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Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
December 2025 - Present · 5 mos
Florida Financial Advisors, LLC
July 2025 - Present · 10 mos
State Registrations2 states
FLPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Maxwell Gendelman - Financial Advisor | TrueAdvisor