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Arthur Melvin Gelman

PREFERRED FINANCIAL ADVISORS, LLC·ROCKVILLE, Maryland
Clean recordPREFERRED FINANCIAL ADVISORS, LLC
401 E. JEFFERSON STREET, ROCKVILLE, MD 20850-2627CRD# 1323451Firm CRD# 104572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Melvin Gelman · ROCKVILLE, MD
Registration
CRD #1323451 · PREFERRED FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Arthur Melvin Gelman is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with PREFERRED FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PREFERRED FINANCIAL ADVISORS, LLC
PREFERRED FINANCIAL ADVISORS, LLC
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PREFERRED FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1323451
Firm CRD# 104572
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Arthur Melvin Gelman offer?
Arthur Melvin Gelman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Arthur Melvin Gelman's credentials?
Arthur Melvin Gelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Melvin Gelman located?
Arthur Melvin Gelman is based in ROCKVILLE, Maryland, working with PREFERRED FINANCIAL ADVISORS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Arthur Melvin Gelman charge for services?
Arthur Melvin Gelman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PREFERRED FINANCIAL ADVISORS, LLC?
PREFERRED FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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