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Arthur Melvin Gelman

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

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1323451
Firm CRD# 104572
No disclosures on file
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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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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