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James Louis Gellman

Strategic Advisers LLC

Middletown, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-06
TX RA APPROVED 2026-06-06
  • NY RA
    APPROVED
    Since 2026-06-06
  • TX RA
    APPROVED
    Since 2026-06-06

Branch Locations

Middletown, 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
OrganizationCityStateFromTo
Unemployed Middletown NY 06/2021 08/2021
Chipotle Mexican Grill Middletown NY 06/2023 09/2025
Unemployed Middletown NY 06/2017 09/2017
Unemployed Middletown NY 03/2026 04/2026
Fidelity Investments Middletown NY 04/2026 Present
Suny Oswego Oswego NY 08/2023 08/2025
Compass Group Goshen NY 02/2025 11/2025
Pine Bush Senior High School Pinebush NY 09/2017 06/2021
Leslie'S Pool Supplies Middletown NY 05/2023 09/2023
Equitable Advisors Middletown NY 09/2024 04/2025
Gnc Middletown NY 08/2024 11/2025
Suny Potsdam Potsdam NY 08/2021 05/2023
Equitable Advisors Middletown NY 11/2025 03/2026
James Gellman Tutor Middletown NY 09/2018 06/2021
Circleville Middleschool Circleville NY 09/2014 06/2017
  • 06/2021 → 08/2021
    Unemployed
    Middletown, NY
  • 06/2023 → 09/2025
    Chipotle Mexican Grill
    Middletown, NY
  • 06/2017 → 09/2017
    Unemployed
    Middletown, NY
  • 03/2026 → 04/2026
    Unemployed
    Middletown, NY
  • 04/2026 → Present
    Fidelity Investments
    Middletown, NY
  • 08/2023 → 08/2025
    Suny Oswego
    Oswego, NY
  • 02/2025 → 11/2025
    Compass Group
    Goshen, NY
  • 09/2017 → 06/2021
    Pine Bush Senior High School
    Pinebush, NY
  • 05/2023 → 09/2023
    Leslie'S Pool Supplies
    Middletown, NY
  • 09/2024 → 04/2025
    Equitable Advisors
    Middletown, NY
  • 08/2024 → 11/2025
    Gnc
    Middletown, NY
  • 08/2021 → 05/2023
    Suny Potsdam
    Potsdam, NY
  • 11/2025 → 03/2026
    Equitable Advisors
    Middletown, NY
  • 09/2018 → 06/2021
    James Gellman Tutor
    Middletown, NY
  • 09/2014 → 06/2017
    Circleville Middleschool
    Circleville, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-31
  • S66 Uniform Combined State Law Examination
    2025-10-31
Other Names
  • James Gellman

View on SEC IAPD

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