Paul Gelormini, financial advisor Los Altos CA

Paul Gelormini

CRD Number: 2066089
Current Firm: Promontory Financial Planning, LLC

Paul Gelormini (CRD# 2066089) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Los Altos, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2019 - Current 4
Promontory Financial Planning,llc Farmington, UT Jan 2019 - Current 5
Gelormini Fianancial Los Altos, CA Apr 1995 - Current 28
Liberty Group, LLC Oakland, CA Mar 2010 - Jan 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Paul O. Gelormini
Phone Number: 801-513-2545
Registered State(s):
  • CA
Current Firm Details
Promontory Financial Planning, LLC
Firm's CRD Number: 153666
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $461,404
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, ID, TX, UT

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