Dennis Scott Gelfand
CFP®Professional Summary
Dennis Scott Gelfand, CFP® is a registered financial advisor currently at PLAN AHEAD ADVISORS located in West Palm Beach, Florida. Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Dennis has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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 on record.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
PLAN AHEAD ADVISORS | PLAN AHEAD ADVISORS, INC.
Contact Information
Main Address
2101 Vista Parkway Suite 132, West Palm Beach, FL 33411Phone Number
(561) 686-2252# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
11AUM (Assets Under Management)
$7,072,791Similar Advisors
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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.
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State Registrations and Notice Filings
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 Dennis Scott Gelfand's CRS (Customer Relationship Summary).
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