Adam Gelbein

Current Employers

Employment History

• 06/2004 → Present
  Jay Gelbein Cpa
  Staten Island, NY
• 06/2009 → 09/2025
  Avantax Investment Services, Inc.
  Staten Island, NY
• 06/2016 → Present
  Jay Gelbein And Company Certified Public Accountant
  Staten Island, NY
• 10/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Staten Island, NY
• 12/2009 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 11/2023 → Present
  Dopple Labs, Inc.
  Sunny Isles, FL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-01 → 2025-09-05
  Avantax Advisory Services
  Staten Island, NY
  Dallas, TX
  Spring Valley, NY

Other Businesses

1)Jay Gelbein and company certified public accountan~'NIR'~13 President St~Staten Island~NY~10314~Tax Preparation/Accounting~Partner/General Partner~6/9/2016~160hrs~60hrs~Manager| 2)DOPPLE LABS, INC. POSITION: Fractional CFO NATURE: Dopple Labs is an AI (Artificial Intelligence) powered chatbot platform. It gives online users the ability to converse with characters as well as create their own characters for conversation purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/07/2023 ADDRESS: 18975 Collins Avenue, Unit 1905, Sunny Isles FL 33160, United States DESCRIPTION: 1) Get a full understanding of the business primarily related to there main revenue streams and expense.2) Prepare financial statements that will be included in the "business plan" that will be used to raise private capital.3) If needed, answer questions regading the financial statements.4) Assist in bookeeping duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-10

Other Names

• Avi Gelbein