Jeffrey Thomas Gelormini

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2011 → 06/2019
  Foresters Financial
  Getzville, NY
• 03/2013 → 06/2019
  Foresters Advisory Services Llc
  Cheektowaga, NY
• 06/2019 → 10/2024
  Cetera Investment Advisers Llc
  Cheektowaga, NY
• 06/2019 → 10/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Amherst, NY

Previous Registrations

• 2021-04-12 → 2024-10-16
  Cetera Investment Advisers Llc
  Cheektowaga, NY
  Williamsville, NY

Other Businesses

1. JEFFREY GELORMINI INSURANCE PRODUCER POSITION: Wealth Manager NATURE: Life Insurance Agent through the BD INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2011 ADDRESS: 100 Corporate Parkway, Suite 320, Amherst NY 14226, United States DESCRIPTION: Helping clients understand if they need life insurance and if so what kind of insurance. 2. NOVA WEALTH POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/17/2022 ADDRESS: 100 Corporate Parkway, Suite 320, Amherst NY 14226, United States DESCRIPTION: Nova Wealth is the team name for which business with Osaic will be done under

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-20