Paul Gemmiti
Portfolio Allocators · Saratoga Springs, New York
Paul Gemmiti is a fee-only financial advisor at Portfolio Allocators in Saratoga Springs, New York, who holds the CFP credential.
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Facts
| Firm | Portfolio Allocators |
|---|---|
| Based in | Saratoga Springs, New York |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1963871 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Paul
Is Paul Gemmiti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Portfolio Allocators reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
Where is Paul Gemmiti based?
Paul Gemmiti is based in Saratoga Springs, New York.
What credentials does Paul Gemmiti hold?
Paul Gemmiti holds the CFP credential.
Is Paul Gemmiti registered with the SEC?
Yes. Paul Gemmiti is registered as an investment adviser representative in NY (CRD 1963871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Paul Gemmiti?
Contact details aren't on file yet. Search for Portfolio Allocators.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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