Paul Joseph Gemmiti

Employer firm

Portfolio Allocators LLC CRD 291630

Reported services (Item 5G)

Financial planning
Educational seminars
REFERRALS TO OTHER ADVISORS

From the firm’s Form ADV. Read the guides:

Current Employers

Portfolio Allocators Llc

Saratoga Springs, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-30

NY RA
APPROVED

Since 2021-07-30

Branch Locations

Saratoga Springs, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Suny - Cobleskill	Cobleskill	NY	08/1985	Present

08/1985 → Present

Suny - Cobleskill

Cobleskill, NY

Other Businesses

*Paul J Gemmiti CPA PLLC *Not Investment related *1756 McGuire School Road Delanson, NY 12053 *CPA - TAX PREPARATION SERVICE *Sole Owner *Business started in 1985 *As primarily a seasonal tax service, I devote between 100 - 160 hours per month depending on the time of year. *About half the above hours occur during securities trading hours. *In my duties to the other business, as a CPA, I primarily prepare individual tax returns and several corporate, non profit and trust returns as well.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-07-08

S63 Uniform Securities Agent State Law Examination

1989-07-08

Designations

Certified Financial Planner

View on SEC IAPD