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Gary Elliot Martinelli

TABLEAUX WEALTH
LONGMEADOW, MA
·CRD# 4753417·26 years experience

Professional Summary

Gary Elliot Martinelli is a registered financial advisor currently at TABLEAUX WEALTH located in Longmeadow, Massachusetts. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gary has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

TABLEAUX WEALTH·CRD# 319355
RIA
Longmeadow, MA
February 5, 2025 - Present
MARTINELLI PORTFOLIO MANAGEMENT, INC.·CRD# 129266
RIA
Springfield, MA
January 8, 2000 - March 28, 2025

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Current Firm

TW
TABLEAUX WEALTH

MSC FINANCIAL LLC | TABLEAUX WEALTH | TABLEAUX LLC

CRD#: 319355 / SEC#: 801-131336
RIA
Registered Investment Advisory firm - SEC (10/23/2024 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (11/11/2024 Terminated)
New York
Registered Investment Advisory firm - New York (11/11/2024 Terminated)
Vermont
Registered Investment Advisory firm - Vermont (11/15/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

80 Maple Avenue Suite 5, Great Barrington, MA 01230

Mailing Address

Po Box 8, Stockbridge, MA 01262

Phone Number

(413) 264-2400

# of Employees

7

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TABLEAUX FORM ADV PART 2A & 2B (7/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

617

AUM (Assets Under Management)

$229,743,914

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) MARTINELLI LAW, LLC NON-INVESTMENT-RELATED, 1441 MAIN STREET, SUITE 905 SPRINGFIELD, MA 01103 CONDUCTS LAW PRACTICE, MANAGER SINCE 1999 30 HOURS PER MONTH/30 HOURS DURING TRADING HOURS; 2) EAST SPRINGFIELD INDUSTRIAL BUILDINGS CORPORATION NON-INVESTMENT-RELATED C/O MARTINELLI LAW, LLC 1441 MAIN STREET, SUITE 905 SPRINGFIELD, MA 01103 OWNS/LEASES COMMERCIAL REAL ESTATE CHIEF EXECUTIVE OFFICER SINCE 1991 10 HOURS PER MONTH/1 HOURS DURING TRADING HOURS; 3) TRIO DEVELOPMENT CORPORATION NON-INVESTMENT-RELATED C/O MARTINELLI LAW, LLC 1441 MAIN STREET, SUITE 905 SPRINGFIELD, MA 01103 OWNS/LEASES COMMERCIAL REAL ESTATE CHIEF EXECUTIVE OFFICER SINCE 1991 10 HOURS PER MONTH/0.5 HOURS DURING TRADING HOURS; 4) WARE BUSINESS CENTER, LLC NON-INVESTMENT-RELATED C/O MARTINELLI LAW, LLC 1441 MAIN STREET, SUITE 905 SPRINGFIELD, MA 01103 OWNS/LEASES COMMERCIAL REAL ESTATE CHIEF EXECUTIVE OFFICER SINCE 2005 10 HOURS PER MONTH/1 HOUR DURING TRADING HOURS; 5) 3-5 CLARKE AVENUE, LLC NON-INVESTMENT-RELATED 150 MAIN STREET P.O. BOX 686 NORTHAMPTON, MA 01061 OWNS/LEASES RESIDENTIAL REAL ESTATE MEMBER, MANAGER SINCE 2003 2 HOURS PER MONTH/2 HOUR DURING TRADING HOURS; 6) CONVENIENT CARDS, INC. NON-INVESTMENT-RELATED ONE MONARCH PLACE SPRINGFIELD, MA 01104 MARKETS PREPAID CARD PROGRAMS EXECUTIVE COMMITTEE CHAIR SINCE 2008 1 HOUR PER MONTH/1 HOUR DURING TRADING HOURS;

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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".
TW
TABLEAUX WEALTH

MSC FINANCIAL LLC | TABLEAUX WEALTH | TABLEAUX LLC

CRD#: 319355 / SEC#: 801-131336
RIA
Registered Investment Advisory firm - SEC (10/23/2024 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (11/11/2024 Terminated)
New York
Registered Investment Advisory firm - New York (11/11/2024 Terminated)
Vermont
Registered Investment Advisory firm - Vermont (11/15/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Massachusetts
(2/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Gary Elliot Martinelli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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