Paul J. Gemmiti

PORTFOLIO ALLOCATORS LLC

Delanson, NY

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CRD#: 1963871

Professional summary

Paul Joseph Gemmiti, CFP® is a registered financial advisor currently at PORTFOLIO ALLOCATORS LLC located in Delanson, New York.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Paul has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

*Paul J Gemmiti CPA PLLC *Not Investment related *1756 McGuire School Road Delanson, NY 12053 *CPA - TAX PREPARATION SERVICE *Sole Owner *Business started in 1985 *As primarily a seasonal tax service, I devote between 100 - 160 hours per month depending on the time of year. *About half the above hours occur during securities trading hours. *In my duties to the other business, as a CPA, I primarily prepare individual tax returns and several corporate, non profit and trust returns as well.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Gemmiti's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 30, 2021 - Present

PORTFOLIO ALLOCATORS LLC

RIA

CRD#: 291630

Delanson, NY

Past

September 8, 1999 - December 31, 2002

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

July 16, 1990 - December 1, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

July 18, 1989 - July 19, 1990

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/30/2021)

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Exams

State Security Law Exam

Series 63

Date: 7/8/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/1989

General Securities Representative Examination

Current Firm

PORTFOLIO ALLOCATORS LLC

CRD#: 291630 / SEC#:

New York

Registered Investment Advisory firm - (3/6/2018 Approved)

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Contact information

Main Address

Delanson, NY

Mailing Address

Phone number

(518) 875-6803

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul J. Gemmiti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Gemmiti's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO ALLOCATORS LLC

CETERA FINANCIAL SPECIALISTS LLC

AVANTAX INVESTMENT SERVICES, INC.

ADVANTAGE CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/8/1989

Series 7

Date: 7/15/1989

Current Firm

PORTFOLIO ALLOCATORS LLC

Contact information

Documents

Red Flags

Company Information

PORTFOLIO ALLOCATORS LLC

TRUST BUT VERIFY

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