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Gary A. Debellis
DKCB FINANCIAL ADVISORS
ROCHESTER, NY 14618
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CRD#: 4332378
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Professional summary
Gary Andrew Debellis is a registered financial advisor currently at DKCB FINANCIAL ADVISORS, LLC located in Rochester, New York and DAVIE KAPLAN WEALTH CARE ADVISORS, LLC located in Rochester, New York.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gary has worked at 7 firms and has passed the Series 66, SIE 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.
1) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (FORMERLY DKCB WEALTH CARE ADVISORS, LLC) POSITION: REGISTERED INVESTMENT ADVISOR, MEMBER NATURE: Financial Services; Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2006 ADDRESS: Rochester NY 14616, United States DESCRIPTION: general management 2) DAVIE KAPLAN PROFIT SHARING PLAN POSITION: TRUSTEE NATURE: PROFIT SHARING PLAN INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: Rochester NY, United States DESCRIPTION: Trustee 3) DKCB FINANCIAL ADVISORS, LLC POSITION: REGISTERED INVESTMENT ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 9/1999 DESCRIPTION: Provide financial services to clients. 4) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (RIA) POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 1/2001 DESCRIPTION: Provide financial services to clients. 5) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC(INSURANCE) POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes DESCRIPTION: Insurance referrals 6) INDEPENDENT TRUSTEE FOR AMY SHAFFER SLAT POSITION: Independent Trustee NATURE: Based on a recent Supreme Court decision, client's legal team has identified the need for this trust to have an Independent Trustee for the purpose of distributions from an interest in an LLC to the SLAT and dissolution of the LLC decision making. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2023 ADDRESS: 4420 Exeter Drive, Apt L206, Longboat Key FL 34228, United States DESCRIPTION: Based on a recent Supreme Court decision, client's legal team has identified the need for this trust to have an Independent Trustee for the purpose of distributions from an interest in an LLC to the SLAT and dissolution of the LLC decision making.Updated 7/26/2023 - Gary has known the Shaffers in a professional role since the mid 1990's. He is their CPA for personal, Business and trust accounting needs. The independent trustee role being asked of Gary involves calculations that he has in-depth knowledge of based on his past and current roles with the family. The members of the LLC will utilize Gary's calculations to vote for or against the final distribution. Gary will not be a voting member. Specific to the investments which are currently held at Vanguard and T Rowe Price the current proposal is to move the mutual funds to Manning and Napier whom is a money manager and has worked with the clients for many years. They will utilize the strong relationship they already have with their advisor and continue the funds in a manner that the trust deems best suited for the beneficiaries. Gary will not have access to any decision making when it comes to any of the trust assets. 7) DAVIE KAPLAN, CPA, P.C.; PRINCIPAL; NIR; 08/01/2007;
CRS (Client Relationship Summary) - RIA
Click below to view Gary Andrew Debellis'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
November 21, 2018 - Present
DKCB FINANCIAL ADVISORS, LLC
Office #1: 100 Meridian Centre Blvd. Suite 200, Rochester, NY 14618RIA
CRD#: 126493
ROCHESTER, NY
Current
June 21, 2021 - Present
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC
Office #1: 100 Meridian Centre Blvd. Suite 200, Rochester, NY 14618RIA
CRD#: 140436
ROCHESTER, NY
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 100 Meridian Centre Blvd Suite 200, Rochester, NY 14618RIA
CRD#: 105644
ROCHESTER, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 100 Meridian Centre Blvd Suite 200, Rochester, NY 14618BD
CRD#: 13572
ROCHESTER, NY
Past
October 24, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
ROCHESTER, NY
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ROCHESTER, NY
Past
January 31, 2001 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
ROCHESTER, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Nevada(9/5/2025)
IAR
New York(6/21/2021)
RR
New York(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/5/2025)
IAR
Texas(11/21/2018)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Rochester, NY 14618TRUST BUT VERIFY
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