Bruce E Gelin

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 07/2012 → 03/2025
  Valic Financial Advisors, Inc.
  Tampa, FL
• 12/2022 → 03/2025
  Agia
  Houston, TX
• 09/2024 → Present
  Bruce Gelin Enterprises Llc
  Wimauma, FL
• 03/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2012-11-28 → 2025-03-26
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Tampa, FL

Other Businesses

1. Power of Attorney for mother, Marie Gelin. Start date 06/15/2023. 2. BRUCE GELIN ENTERPRISES LLC. POSITION: President/Owner. NATURE: Writing articles/essays, mostly regarding basketball, music, religion, no finance related topics. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2025, ADDRESS: 14619 Dunrobin Dr, Wimauma FL 33598. 3. Outside Fixed Insurance Sales.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-10
• S65 Uniform Investment Adviser Law Examination
  2012-11-24

Other Names

• Bruce Gelin