Steven Gelber (CRD# 5562509) is an Investment Advisor Representative working at Hightower Advisors, LLC in Fairfield, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Advisors LLC | Fairfield, NJ | May 2018 - Current | 5 |
Hightower Securities LLC | Fairfield, NJ | May 2018 - Current | 5 |
Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Apr 2018 | 1 |
Cwm, LLC | Omaha, NE | Jun 2015 - Apr 2018 | 2 |
Lpl Financial LLC | Franklin Lakes, NJ | Mar 2011 - Jan 2017 | 5 |
Private Advisor Group, LLC | Franklin Lakes, NJ | Oct 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- NJ
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Total Assets Under Management105,230MILLIONS
-
Total Number of Accounts144,757ACCOUNTS
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Average Account Value$726,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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