Adam J. Gelhausen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adam Jeffrey Gelhausen was a registered financial professional .
Adam is a previously registered financial professional and started their career in finance in 2015. Adam had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 5, 2015 - March 22, 2019
SILICON VALLEY WEALTH ADVISORS, LLC
July 13, 2015 - August 12, 2020
PALINDROME LLP
State Registrations and Notice Filings
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Current Firm
SILICON VALLEY WEALTH ADVISORS, LLC
CRD#: 106017 / SEC#: 801-41892
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 796 |
| AUM (Assets Under Management) | $ 329,150,035 |
Red Flags
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