Gelber Securities, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
60
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
18367
Registered since
November 20, 1986

Firm profile

FINTRX

Overview

Gelber Securities, LLC is organized as a limited liability company and has been SEC-registered since 1986. The ownership structure is listed as a combination of a domestic entity and an individual. Public records classify the firm as unclassified and do not identify it as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not marked as a newly formed adviser, pension consultant, or related adviser. Source data does not include a description of the firm’s advisory or business activities, client segments, or fee schedule.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Brian Gelber

    Brian Gelber

    CEOCRD 839297

  • Daniel Haze

    Daniel Haze

    Chief Compliance OfficerCRD 7393008

  • Patrick Coffey

    Patrick Coffey

    Chief Operating OfficerCRD 7262848

Contacts

3 of 57
  • Jaime Valle

    Jaime Valle

    Algorithmic TraderCRD 5783134

  • Joseph Scholbrock

    Equity SolutionsCRD 7987284

  • Michael Eshun

    Michael Eshun

    TraderCRD 6944708

Unlock 54 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
350 Norleans St S10000
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth