Alan Mitchell Gelb

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 10/2018
  Wescap Management Group, Inc.
  Glendale, CA
• 10/2018 → 03/2022
  Adviceperiod, Llc
  Los Angeles, CA
• 03/2022 → Present
  Mariner Platform Solutions
  Los Angeles, CA

Previous Registrations

• 2018-10-31 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA
• 2006-11-17 → 2018-10-03
  Wescap Group
  Glendale, CA
  Burbank, CA
  Glendale, CA
• 2004-09-28 → 2006-03-06
  Foster Investment Consulting Llc
  Los Angeles, CA
• 2003-11-10 → 2004-08-09
  Ami Asset Management Corp
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23

Designations

• Certified Financial Planner