Maurice Gelfo, financial advisor Encino CA
93 score

Maurice Gelfo

CRD Number: 1182486
Current Firm: Nfp Advisor Services, LLC

Maurice Gelfo (CRD# 1182486) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Encino, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nfp Securities Inc. Encino, CA Jan 2011 - Apr 2016 5
Signator Investors Inc. Los Angeles, CA Feb 2008 - Jan 2011 2
Nylifesecurities Woodland Hills, CA Nov 1990 - Jan 2008 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Maurice A. Gelfo
Phone Number: 512-697-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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