GELBER SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
61
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Gelber Securities, LLC is a limited liability company that has been SEC-registered since 1986. Public records classify the firm as “unclassified” and identify ownership as a mix of a domestic entity and an individual. The filer indicates it does not operate as a capital allocator and is not designated as a multistate adviser. The firm’s publicly reported profile contains very little detail about its advisory business: client composition, fee schedule, and day-to-day advisory activities are not disclosed in the available source. The record also notes Gelber Securities, LLC is not listed as an active ESG investor, is not a newly formed adviser, and does not present itself as a pension consultant or a related adviser.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BRIAN GELBER

    CEOCRD 839297

  • Patrick Coffey

    Chief Operating OfficerCRD 7262848

Contacts

3 of 59
  • JAIME VALLE

    Algorithmic TraderCRD 5783134

  • Joseph Scholbrock

    Equity SolutionsCRD 7987284

  • michael eshun

    TraderCRD 6944708

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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