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GE

Gabriel Edelman

FORESIDE FUND SERVICES
PORTLAND, ME 04101
Some features on this profile are disabled
CRD#: 6654419
GE

Professional summary


Gabriel Edelman, who also goes by Gabe Edelman, Gabriel E Edelman, Gabriel Edward Edelman, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Portland, Maine and SMEAD FUNDS DISTRIBUTORS, LLC located in Portland, Maine.

Gabriel is registered as a RR (Registered Representative) and started their career in finance in 2017. Gabriel has worked at 22 firms and has passed the Series 63, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gabe Edelman | Gabriel E Edelman | Gabriel Edward Edelman

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Gabriel Edelman's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 12, 2016 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 46106
PORTLAND, ME
Current

October 31, 2025 - Present

SMEAD FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 173734
Portland, ME
Current

October 31, 2025 - Present

ORBIS INVESTMENTS (U.S.), LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 172663
Portland, ME
Current

October 31, 2025 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 148477
Portland, ME
Current

October 31, 2025 - Present

FORESIDE GLOBAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 147382
Portland, ME
Current

October 31, 2025 - Present

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 143809
Portland, ME
Current

October 31, 2025 - Present

IMST DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 130745
Portland, ME
Current

October 31, 2025 - Present

STERLING CAPITAL DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 103934
Portland, ME
Current

October 31, 2025 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 103848
Portland, ME
Current

October 31, 2025 - Present

NORTHERN FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 45943
Portland, ME
Current

October 31, 2025 - Present

MGI FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 35682
Portland, ME
Current

October 31, 2025 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 31334
Portland, ME
Current

October 31, 2025 - Present

DISTRIBUTION SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 25938
Portland, ME
Current

October 31, 2025 - Present

PARNASSUS FUNDS DISTRIBUTOR, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 15883
Portland, ME
Current

October 31, 2025 - Present

FORESIDE DISTRIBUTION SERVICES, L.P.

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 15634
Portland, ME
Current

October 31, 2025 - Present

FUNDS DISTRIBUTOR, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 7174
Portland, ME
Past

July 1, 2019 - November 14, 2019

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
Portland, ME
Past

January 29, 2018 - November 14, 2019

SMEAD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 173734
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

ORBIS INVESTMENTS (U.S.), LLC

BD
CRD#: 172663
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

NORTHERN FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45943
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE ASSOCIATES, LLC

BD
CRD#: 13494
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FAIRHOLME DISTRIBUTORS, LLC

BD
CRD#: 150987
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

BD COMPLIANCE SOLUTIONS, LLC

BD
CRD#: 30188
PORTLAND, ME
Past

December 7, 2017 - November 14, 2019

FORESIDE INVESTMENT SERVICES, LLC

BD
CRD#: 30016
PORTLAND, ME

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Maine
(5/22/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 5/16/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 3/19/2024
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FD
FUNDS DISTRIBUTOR, LLC
FUNDS DISTRIBUTOR, INC. | THE BOSTON COMPANY CAPITAL GROUP, INC. | TBC FUNDS DISTRIBUTOR, INC. | FUNDS DISTRIBUTOR, LLC

CRD#: 7174 / SEC#: , 8-20518

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/01/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

Disclosures


Regulatory Event2

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


FUNDS DISTRIBUTOR, LLC

CRD#: 7174Portland, ME 04101

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