EG
Eli Gelman
JEFFERIES INVESTMENT ADVISERS LLC
Miami, FL 33131
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CRD#: 2905353
EG
Professional summary
Eli Gelman, who also goes by Gelman Eli, is a registered financial advisor currently at JEFFERIES INVESTMENT ADVISERS LLC located in Miami, Florida and JEFFERIES LLC located in Miami, Florida.
Eli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Eli has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gelman Eli
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.
Board Member of MAR JCC, JEWISH COMMUNITY CENTER;Not for Profit/Charitable; 18900 NE 25th Ave, Miami, FL; As of 4/13/18; 2 hours per week during Non business hours; REVIEW PROGRAMS, NEW INITIATIVES AND GENERAL FUNCIONS AT THE CENTER. PART OF A LARGE BOARD "Name of the other business: CCE Board Whether the business is investment-related: No Nature of the other business: 80 Home Housing Community Your position/title/relationship: Board Member Start date of your relationship: 10/01/2024 Approximate number of hours/month devoted: 6 Number of hours during securities trading hours: 0 Briefly describe your duties: Board Member "
CRS (Client Relationship Summary) - RIA
Click below to view Eli Gelman'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®
NoneExperience
Current
May 31, 2023 - Present
JEFFERIES INVESTMENT ADVISERS LLC
Office #1: 1450 Brickell Avenue 15th Floor, Miami, FL 33131RIA
CRD#: 325421
Miami, FL
Current
July 31, 2015 - Present
JEFFERIES LLC
Office #1: 1450 Brickell Avenue Suite 1710, Miami, FL 33131BD
CRD#: 2347
Miami, FL
Past
August 17, 2015 - August 14, 2023
LEUCADIA ASSET MANAGEMENT LLC
RIA
CRD#: 121767
MIAMI, FL
Past
June 1, 2009 - August 7, 2015
MORGAN STANLEY
RIA
CRD#: 149777
MIAMI, FL
Past
June 1, 2009 - August 7, 2015
MORGAN STANLEY
BD
CRD#: 149777
MIAMI, FL
Past
October 12, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
MIAMI, FL
Past
October 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
MIAMI, FL
Past
March 16, 2006 - October 1, 2007
DOMINICK & DICKERMAN LLC
RIA
CRD#: 7344
MIAMI, FL
Past
February 28, 2006 - October 1, 2007
DOMINICK & DICKERMAN LLC
BD
CRD#: 7344
MIAMI, FL
Past
June 7, 2004 - January 6, 2006
LEHMAN BROTHERS INC.
RIA
CRD#: 7506
MIAMI, FL
Past
September 22, 1997 - January 6, 2006
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JI
JEFFERIES INVESTMENT ADVISERS LLC
JEFFERIES INVESTMENT ADVISERS LLC
CRD#: 325421 / SEC#: 801-127656
RIA
Registered Investment Advisory firm - (4/20/2023 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/27/2025)
RR
Colorado(7/31/2015)
RR
Delaware(7/31/2015)
IAR
Delaware(9/22/2025)
RR
District of Columbia(8/4/2015)
RR
Florida(8/3/2015)
IAR
Florida(5/31/2023)
RR
Georgia(8/25/2025)
RR
Maryland(8/3/2015)
RR
New Jersey(7/31/2015)
RR
New York(7/31/2015)
IAR
New York(8/22/2025)
RR
Ohio(7/31/2015)
IAR
Ohio(9/21/2025)
RR
Puerto Rico(8/3/2015)
RR
Wyoming(8/4/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
24X National Exchange LLC
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
JI
JEFFERIES INVESTMENT ADVISERS LLC
JEFFERIES INVESTMENT ADVISERS LLC
CRD#: 325421 / SEC#: 801-127656
RIA
Registered Investment Advisory firm - (4/20/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
520 Madison Avenue, New York, NY 10022
Mailing Address
Phone number
(212) 284-2300
Established
Firm type
Fiscal year end
# of Employees
135
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,081 |
| AUM (Assets Under Management) | $ 3,402,872,417 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JEFFERIES INVESTMENT ADVISERS LLC
CRD#: 325421Miami, FL 33131TRUST BUT VERIFY
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