This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.

Find a staffer, agency or former employer

For example: Rebeckah Adcock, Agriculture, White House, Heritage Foundation, Trump Organization

Id badge

Andrew Gellert Nomination or Appointment Failed

State

Ambassador, Chile | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Atalanta Corporation (Food Importing) Elizabeth, NJ $379,250
Atalanta Corporation (Food Importing) $500,001 - $1,000,000 $50,001 - $100,000
Regal Bank (MEMBER OF THE BOARD OF DIR) Livingston, NJ $6,150
Barandi Brokerage Corporation (holding company) Elizabeth, NJ
BILTMORE HOTEL MGMT LTD PTNERSHIP (HOTEL OPERATION) CORAL GABLES, FL $15,001 - $50,000 $22,000
THE BILTMORE HOTEL LTD PARTNERSHIP (HOTEL OWNERSHIP) CORAL GABLES, FL $100,001 - $250,000 $27,000
Gellfam Management Corporation (Fast Food Franchise Holding Company--Five Guys Burgers and Fries, Four Cousins, and Carvel) Hillsdale, NY $500,001 - $1,000,000 $1,050,000
Great Bons Inc. (Fast Food Franchise Operation) Hilldsale, NY $50,001 - $100,000 None (or less than $201)
Finica Food Specialties LTD (Cheese Importer/Wholesaler) Mississauga, Ontario, Canada $560,000
Tipico Products Co. Inc (Cheese processor and wholesaler) Lakewood, NJ $1,000,001 - $5,000,000 $300,000
Phor Fries (owns real estate where one Gellfam Mgmt frnachise operates) Hillsdale, NY $50,001 - $100,000 $15,000
ATA Realty LLC (Holding company) Elizabeth, NJ
BETHESDA CONSULTANTS LLC (real estate consulting) Bethesda, MD $1,001 - $15,000 $500
Gellbros LLC (Holding company) Elizabeth, NJ $1,000,001 - $5,000,000 None (or less than $201)
WIP COINVESTORS LLC (COMMERCIAL REAL ESTATE) Various properties in NJ and PA $100,001 - $250,000 $38,000
2770 BROADWAY OWNER LLC (COMMERCIAL REAL ESTATE) New York, NY $50,001 - $100,000 None (or less than $201)
WALSAM 160 LEX LLC (COMMERCIAL REAL ESTATE) New York, NY $1,000,001 - $5,000,000 None (or less than $201)
480 Oberlin LLC (owns real estate where Tipico operates) Lakewood, NJ $50,001 - $100,000 $66,000
228 West 10th Street LLC (COMMERCIAL REAL ESTATE) New York, NY $1,001 - $15,000 $6,000
Phalanx Fund II LP $250,001 - $500,000 $100,001 - $1,000,000
SL III Tech Trust $100,001 - $250,000 $15,001 - $50,000
Newport Holdings LLC $100,001 - $250,000 $15,001 - $50,000
Phalanx Fund III LP $500,001 - $1,000,000 None (or less than $201)
AUA Grocery Investors II LLC (investment in Associated Foods--grocery chain) New York, NY $100,001 - $250,000 $30,000
FGI Opportunity Investment Fund II LP (Factoring of accounts receivable) New York, NY $250,001 - $500,000 $15,001 - $50,000
Newport Zipz Coinvestors LP (wine sales enterprise) Red Bank, NJ $100,001 - $250,000 None (or less than $201)
Raritan Crossing LLC (commercial real estate venture) Raritan, NJ $100,001 - $250,000 None (or less than $201)
AUA Private Equity Fund LP $100,001 - $250,000 $1,001 - $2,500
Chickery Holding LLC (fast food franchise) Alexandria, VA $15,001 - $50,000 $1,001 - $2,500
OHHP LLC (commercial real estate) Woodbridge, NJ $100,001 - $250,000 None (or less than $201)
Cava Investors I LLC (restaurant chain) Alexandria, VA $15,001 - $50,000 None (or less than $201)
Jobari Real Estate Holding (owns undeveloped land) Hillsdale, NY $15,001 - $50,000 None (or less than $201)
Grafoid Inc. (chemical company) Ottawa, Ontario, Canada $50,001 - $100,000 None (or less than $201)
Puzzle Social Inc. (developing an app) New York, NY $15,001 - $50,000 None (or less than $201)
Gellert Captive LLC (member insurance entity for Atalanta) Elizabeth, NJ $100,001 - $250,000 None (or less than $201)
Sheppard Grain LLC (investment in a chicken feed co) New York, NY $50,001 - $100,000 None (or less than $201)
CPG Carlyle Fund LLC $50,001 - $100,000 None (or less than $201)
Heavenly Deposit LLC (production of the film "Heavenly Deposit") Anaheim, CA $15,001 - $50,000 None (or less than $201)
Beach Whiskey LLC (whiskey brand development) Indianapolis, IN $15,001 - $50,000 None (or less than $201)
Bark Technologies Inc (developing the "Bark" app) Wilmington, DE $15,001 - $50,000 None (or less than $201)
Kitchen Fund LP $15,001 - $50,000 None (or less than $201)
Gellert LMJ Partners LLC
LMJ Capital Partners LP $500,001 - $1,000,000 $15,001 - $50,000
Atalanta Corporation 401K
JANUS HIGH YIELD $1,001 - $15,000 None (or less than $201)
ALLIANZGL SMALL CAP VALUE $100,001 - $250,000 None (or less than $201)
CULLEN HIGH DIVIDEND EQUITY $100,001 - $250,000 None (or less than $201)
FIDELITY INTL INDEX PREMIUM $50,001 - $100,000 None (or less than $201)
JP MORGAN MID CAP VALUE $100,001 - $250,000 None (or less than $201)
JANUS TRITON 1 $50,001 - $100,000 None (or less than $201)
VANGUARD GROWTH INDEX $100,001 - $250,000 None (or less than $201)
Atalanta Corporation Defined Benefit Plan: Value Unascertainable--At age 62 may opt for lump sum payment or recieve an est. 16,800 annual payment None (or less than $201)

Other Income/Assets

Description Value Income
CELGENE $15,001 - $50,000 None (or less than $201)
US brokerage account #3
ABBVIE INC $15,001 - $50,000 $201 - $1,000
ADT INC $15,001 - $50,000 None (or less than $201)
ALBEMARLE CORP $50,001 - $100,000 $201 - $1,000
ALLEGION PLC $50,001 - $100,000 $201 - $1,000
APOGEE ENTERPRISES $100,001 - $250,000 $1,001 - $2,500
APPLIED INDUST TECH $15,001 - $50,000 None (or less than $201)
AXIALL CORP $1,001 - $15,000 None (or less than $201)
BABCOCK & WILCOX $1,001 - $15,000 None (or less than $201)
BWX TECHNOLOGIES $15,001 - $50,000 $201 - $1,000
CITY HOLDING CO $15,001 - $50,000 $1,001 - $2,500
CONVERGYS CORP $50,001 - $100,000 $201 - $1,000
CORE MOLDING TECH $1,001 - $15,000 None (or less than $201)
EASTMAN CHEMICAL $15,001 - $50,000 $1,001 - $2,500
EATON CORP PLC $50,001 - $100,000 None (or less than $201)
ERICSSON TEL $50,001 - $100,000 None (or less than $201)
GSI GROUP $50,001 - $100,000 None (or less than $201)
Harmon Intl Industries Inc $100,001 - $250,000 $1,001 - $2,500
HDS SUPPLY HOLDINGS $15,001 - $50,000 None (or less than $201)
IDEX CORP $15,001 - $50,000 $201 - $1,000
II-VI INC $50,001 - $100,000 None (or less than $201)
ITT $15,001 - $50,000 $201 - $1,000
JACOBS ENGINEERING $15,001 - $50,000 None (or less than $201)
MTS SYSTEMS $15,001 - $50,000 $201 - $1,000
METHODE ELECTRONICS $15,001 - $50,000 None (or less than $201)
MIDDLEBY CORP $500,001 - $1,000,000 None (or less than $201)
MILLER INDUSTRIES $100,001 - $250,000 $2,501 - $5,000
NEWELL RUBBERMAID $50,001 - $100,000 $1,001 - $2,500
REGAL BELOIT $50,001 - $100,000 $201 - $1,000
ROFIN SINAR TECHNOLOGIES $50,001 - $100,000 None (or less than $201)
SANTANDER CONSUMER USA $100,001 - $250,000 None (or less than $201)
SENSATA TECHNOLOGIES $15,001 - $50,000 None (or less than $201)
STEELCASE INC $15,001 - $50,000 $201 - $1,000
SUPERIOR UNIFORM GROUP $50,001 - $100,000 $1,001 - $2,500
SYNCHRONOS TECHNOLOGIES $100,001 - $250,000 None (or less than $201)
SYNCHRONY FINANCIAL $100,001 - $250,000 $201 - $1,000
KEYCORP $50,001 - $100,000 $1,001 - $2,500
WELBILT $50,001 - $100,000 None (or less than $201)
RUDOLPH TECHNOLOGIES $50,001 - $100,000 None (or less than $201)
OPUS BANK REDONDO BEACH CA $15,001 - $50,000 None (or less than $201)
ATKORE INTL GROUP $15,001 - $50,000 None (or less than $201)
COMFORT SYSTEMS USA $50,001 - $100,000 $201 - $1,000
JOHNSON CONTROLS INTL $100,001 - $250,000 $5,001 - $15,000
PRA HEALTH SCIENCES $50,001 - $100,000 None (or less than $201)
ADIENT PLC $100,001 - $250,000 None (or less than $201)
INFINEON TECHNOLOGIES $50,001 - $100,000 None (or less than $201)
MACOM TECHNOL SOLUTIONS $100,001 - $250,000 None (or less than $201)
COMMSCOPE HOLDING CO $100,001 - $250,000 None (or less than $201)
KRONOS WORLDWIDE $15,001 - $50,000 None (or less than $201)
MARVELL TECHNOLOGY GROUP $50,001 - $100,000 $1,001 - $2,500
MICROSEMI CORP $100,001 - $250,000 None (or less than $201)
CONSTELLIUM NV $100,001 - $250,000 None (or less than $201)
HARRIS CORP DEL $100,001 - $250,000 $1,001 - $2,500
CYRUSONE INC $100,001 - $250,000 $5,001 - $15,000
MACOM TECHNOLOGY $100,001 - $250,000 None (or less than $201)
EQUINIX INC. $100,001 - $250,000 $1,001 - $2,500
IHS MARKIT $50,001 - $100,000 None (or less than $201)
MILACRON HOLDINGS $15,001 - $50,000 $201 - $1,000
COHU INC. $15,001 - $50,000 $201 - $1,000
ARAMARK None (or less than $1,001) $5,001 - $15,000
KNOLL INC None (or less than $1,001) $5,001 - $15,000
MUELLER WATER PRODUCTS None (or less than $1,001) $5,001 - $15,000
COOPER STANDARD HOLDING None (or less than $1,001) $15,001 - $50,000
SUPREME INDUSTRIES None (or less than $1,001) $15,001 - $50,000
INC Research Holdings, Inc. - Class A Common Stock None (or less than $1,001) $15,001 - $50,000
US brokerage account #4
CLEAN COAL TECHNOLOGIES $1,001 - $15,000 None (or less than $201)
EMPIRE RESORTS INC $15,001 - $50,000 None (or less than $201)
LEHMAN BROS HOLDINGS $1,001 - $15,000 None (or less than $201)
FAIRWAY GROUP HOLDINGS $1,001 - $15,000 None (or less than $201)
NIKE Inc B $50,001 - $100,000 $201 - $1,000
FIRST TRUST EXCHANGE TRADED FUND II CONSUMER DISCRETIONARY $100,001 - $250,000 None (or less than $201)
FIRST TRUST SMALL CAP CORE $1,001 - $15,000 None (or less than $201)
First Trust Dorsey Wright Focus 5 ETF $250,001 - $500,000 $2,501 - $5,000
FIRST TRUST EXCH TRD FD DOW JONES INTERNET INDEX FUND $100,001 - $250,000 None (or less than $201)
FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND $50,001 - $100,000 None (or less than $201)
FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FD $15,001 - $50,000 $201 - $1,000
I-SHARES RUSSELL MID CAP VALUE $15,001 - $50,000 None (or less than $201)
I-SHARES RUSSELL MID CAP GROWTH $15,001 - $50,000 None (or less than $201)
LONCAR CANCER IMMUNOTHERAPY ETF $15,001 - $50,000 None (or less than $201)
FACEBOOK CL A $100,001 - $250,000 None (or less than $201)
JP MORGAN INCOME BUILDER CLASS SELECT $1,001 - $15,000 $5,001 - $15,000
ISHARES IBOXX HIGH YLD CORP BOND FUND $15,001 - $50,000 None (or less than $201)
MEDTRONIC PLC $15,001 - $50,000 None (or less than $201)
I-SHARES CORE 1-5 YR USD CORE $100,001 - $250,000 $1,001 - $2,500
FIRST TRUST SENIOR LN $50,001 - $100,000 $1,001 - $2,500
ISHARES TR CORE GROWTH $100,001 - $250,000 $1,001 - $2,500
FIRST TRUST STRAT VALUE INDEX $50,001 - $100,000 None (or less than $201)
APPLE INC $50,001 - $100,000 $201 - $1,000
MCDONALDS CORP $50,001 - $100,000 $201 - $1,000
ALPHABET INC $50,001 - $100,000 None (or less than $201)
FIRST TRUST Arca Biotechnology Index ETF None (or less than $1,001) $5,001 - $15,000
JP MORGAN CHASE $15,001 - $50,000 None (or less than $201)
LOCKHEED MARTIN $15,001 - $50,000 $201 - $1,000
WELLS FARGO $15,001 - $50,000 None (or less than $201)
NUVEEN SHRT DUR HI YLD MUNI $50,001 - $100,000 None (or less than $201)
FIRST TR ENHANCED SHRT MAT FUND $100,001 - $250,000 None (or less than $201)
JP MORGAN BUILDER CLASS SELECT $15,001 - $50,000 $5,001 - $15,000
SEMPER MBS TOTAL RETURN FUND $15,001 - $50,000 None (or less than $201)
TG Therapeutics, Inc. - Common Stock $1,001 - $15,000 $201 - $1,000
First Trust Capital Strength ETF $15,001 - $50,000 $1,001 - $2,500
AMAZON $15,001 - $50,000 $2,501 - $5,000
SPDR S&P BIOTECH $15,001 - $50,000 $1,001 - $2,500
First Trust Capital Strength ETF $15,001 - $50,000 $1,001 - $2,500
JP MORGAN DIVERSIFIED RETURN US EQUITY $50,001 - $100,000 $2,501 - $5,000
GOLDMAN SACHS HEDGE IND VIP $50,001 - $100,000 $2,501 - $5,000
FIRST TRUST FINL ALPHADEX $15,001 - $50,000 $1,001 - $2,500
ZYNGA None (or less than $1,001) $201 - $1,000
MEDTRONIC $15,001 - $50,000 $201 - $1,000
ISHARES EDGE MSCI MIN VOL None (or less than $1,001) $5,001 - $15,000
FIRST TRUST NASDAQ ABA COMMUNITY BANK None (or less than $1,001) $2,501 - $5,000
FIRST TRUST RISING DIVIDEND ACHIEVERS None (or less than $1,001) $2,501 - $5,000
US brokerage account #5
ABBOTT LABS $15,001 - $50,000 $201 - $1,000
ABBVIE $1,001 - $15,000 None (or less than $201)
ALLEGRAN PLC $15,001 - $50,000 None (or less than $201)
AUTOMATIC DATA PROCESSING $1,001 - $15,000 None (or less than $201)
BANK OF AMERICA $1,001 - $15,000 None (or less than $201)
BRISTOL MYERS SQUIBB $15,001 - $50,000 $201 - $1,000
CHECKPOINT SOFTWARE $1,001 - $15,000 None (or less than $201)
CITIGROUP $1,001 - $15,000 None (or less than $201)
Walt Disney Co $1,001 - $15,000 None (or less than $201)
EXPRESS SCRIPTS HOLDING $1,001 - $15,000 None (or less than $201)
HONEYWELL INTL $1,001 - $15,000 None (or less than $201)
JP MORGAN CHASE $1,001 - $15,000 $201 - $1,000
LOWES COMPANIES $1,001 - $15,000 None (or less than $201)
MERCK & CO $15,001 - $50,000 $201 - $1,000
MICROSOFT $15,001 - $50,000 $201 - $1,000
MORGAN STANLEY $15,001 - $50,000 $201 - $1,000
PFIZER $15,001 - $50,000 $201 - $1,000
RAYTHEON $1,001 - $15,000 None (or less than $201)
FIDELITY GOVT MONEY MARKET FUND $1,001 - $15,000 None (or less than $201)
PAYPAL HOLDINGS $1,001 - $15,000 None (or less than $201)
ROYAL CARRIBEAN CRUISES $1,001 - $15,000 None (or less than $201)
MARRIOTT INT'L $1,001 - $15,000 $201 - $1,000
JOHNSON & JOHNSON $15,001 - $50,000 None (or less than $201)
UNITED HEALTHGROUP $1,001 - $15,000 None (or less than $201)
ACTIVISION BLIZZARD $1,001 - $15,000 None (or less than $201)
Hewlett Packard Inc $1,001 - $15,000 $201 - $1,000
FACEBOOK $1,001 - $15,000 None (or less than $201)
Schlumberger Ltd $1,001 - $15,000 None (or less than $201)
AMERICAN EXPRESS $1,001 - $15,000 $201 - $1,000
EXPEDIA INC $1,001 - $15,000 $201 - $1,000
FEDEX CORP $1,001 - $15,000 $201 - $1,000
GENERAL DYNAMICS $1,001 - $15,000 $201 - $1,000
LOCKHEED MARTIN $1,001 - $15,000 $201 - $1,000
NetFlix Inc $15,001 - $50,000 $201 - $1,000
NORTHROP GRUMMAN CORP $1,001 - $15,000 $201 - $1,000
Nucor Corp $1,001 - $15,000 $201 - $1,000
Philip Morris International $1,001 - $15,000 $201 - $1,000
ROCKWELL COLLINS $1,001 - $15,000 $201 - $1,000
TRAVELERS COMPANIES None (or less than $1,001) $2,501 - $5,000
WELLS FARGO None (or less than $1,001) $2,501 - $5,000
METLIFE None (or less than $1,001) $1,001 - $2,500
US BANCORP None (or less than $1,001) $1,001 - $2,500
GOLDMAN SACHS GROUP None (or less than $1,001) $2,501 - $5,000
US bank (Cash Accounts) $250,001 - $500,000 None (or less than $201)
US brokerage account #6
ABC HIGH INCOME FUND $15,001 - $50,000 $1,001 - $2,500
MERRILL LYNCH: NOTE LINKED TO: JAPAN NIKKEI 400 ARN $15,001 - $50,000 None (or less than $201)
NetFlix Inc $1,001 - $15,000 None (or less than $201)
LyondellBasell Industries N.V. $1,001 - $15,000 None (or less than $201)
AutoZone Inc $1,001 - $15,000 None (or less than $201)
INTERCONTINENTAL EXCHANGE $1,001 - $15,000 None (or less than $201)
CSX CORP $1,001 - $15,000 None (or less than $201)
ISHARES MCSI EAFE $1,001 - $15,000 None (or less than $201)
ZIMMER BIOMET $1,001 - $15,000 None (or less than $201)
Starbucks Corp $1,001 - $15,000 None (or less than $201)
ALIGN TECH INC $1,001 - $15,000 None (or less than $201)
CONSTELLATION BRANDS $1,001 - $15,000 None (or less than $201)
THE PRICELINE GROUP $1,001 - $15,000 $201 - $1,000
iShares MSCI EAFE Index $1,001 - $15,000 None (or less than $201)
iShares Core MSCI Emerging Markets ETF $1,001 - $15,000 None (or less than $201)
US brokerage account #7
FIRST TR MORNINGSTAR DIV LDR FUND $1,001 - $15,000 $201 - $1,000
FIRST TRUST DORSEY WRIGHT FOCUS 5 FUND $1,001 - $15,000 None (or less than $201)
JP MORGAN INCOME BLDR CL SELECT $15,001 - $50,000 $201 - $1,000
JP MORGAN VALUE ADVANT SELECT $1,001 - $15,000 None (or less than $201)
FIRST TR US IPO INDEX $15,001 - $50,000 None (or less than $201)
US brokerage account #8
ISHARES MSCI EUROZONE $1,001 - $15,000 None (or less than $201)
ISHARES MSCI EAFE $1,001 - $15,000 None (or less than $201)
ISHARES RUSSELL TOP 200 VALUE $1,001 - $15,000 None (or less than $201)
ISHARES RUSSELL TOP 200 GROWTH $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 $1,001 - $15,000 None (or less than $201)
CHARTWELL SMALL CAP VALUE $1,001 - $15,000 None (or less than $201)
HARBOR INTL FUND $1,001 - $15,000 None (or less than $201)
IVY MID CAP GROWTH $1,001 - $15,000 None (or less than $201)
WELLS FARGO MUN BOND FUND $1,001 - $15,000 None (or less than $201)
ISHARES CORE MSCI EMERGING MKTS $1,001 - $15,000 None (or less than $201)
VANGUARD TOTAL WORLD STK $1,001 - $15,000 None (or less than $201)
ISHARES CORE MSCI EMERGING $1,001 - $15,000 None (or less than $201)
ISHARES CORE MSCI EAFE $1,001 - $15,000 None (or less than $201)
ASHMORE EMERGING MARKETS TOTAL RETURN FUND $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 ETF $1,001 - $15,000 None (or less than $201)
SPDR BLOOMBERG BARCLAYS HIGH $1,001 - $15,000 None (or less than $201)
ISHARES NATL MUNI BOND FUND $1,001 - $15,000 $201 - $1,000
WELLS FARGO MUNCIP BOND FD $1,001 - $15,000 $201 - $1,000
VANGUARD MUTUAL TOTAL STOCK MKT None (or less than $1,001) $201 - $1,000
US brokerage account #9
ISHARES MSCI EUROZONE ETF $1,001 - $15,000 None (or less than $201)
ISHARES MSCI EAFE $1,001 - $15,000 None (or less than $201)
ISHARES RUSSELL TOP 200 VALUE $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 $1,001 - $15,000 None (or less than $201)
CHARTWELL SMALL CAP VALUE I $1,001 - $15,000 None (or less than $201)
GABELLI SMALL CAP GROWTH $1,001 - $15,000 None (or less than $201)
HARBOR INTL FUND $1,001 - $15,000 None (or less than $201)
IVY MID CAP GROWTH $1,001 - $15,000 None (or less than $201)
WELLS FARGO MUNIC BOND FD $1,001 - $15,000 None (or less than $201)
VANGUARD TOTAL WORLD STOCK $1,001 - $15,000 None (or less than $201)
ASHMORE EMERGING MKTS TOTAL $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 ETF $1,001 - $15,000 None (or less than $201)
SPDR BLOOMBERG BARCLAYS HI YLD $1,001 - $15,000 None (or less than $201)
ISHARES NATL MUNI BOND FD $1,001 - $15,000 None (or less than $201)
ISHARES CORE MSCI EMERGING $1,001 - $15,000 None (or less than $201)
ISHARES CORE MSCI EAFE $1,001 - $15,000 None (or less than $201)
WELLS FARGO MUNICIPAL BOND FD $1,001 - $15,000 None (or less than $201)
I SHARES RUSSELL TOP 200 GROWTH None (or less than $1,001) $201 - $1,000
JOHN HANCOCK DISCIP VALUE MID CAP None (or less than $1,001) $201 - $1,000
I SHARES RUSSELL MID CAP GROWTH None (or less than $1,001) $201 - $1,000
US brokerage account #10
PACE INTL EMERGING MKTS $1,001 - $15,000 None (or less than $201)
PACE INTL EQUITY INVESTMENTS $1,001 - $15,000 None (or less than $201)
PACE LARGE CO GROWTH EQUITY $1,001 - $15,000 None (or less than $201)
PACE LARGE CO VALUE EQUITY $1,001 - $15,000 None (or less than $201)
PACE SMALL/MED CO GROWTH EQUITY $1,001 - $15,000 None (or less than $201)
PACE SMALL/MED CO VALUE EQUITY $1,001 - $15,000 None (or less than $201)
PACE HIGH YIELD INVESTMENTS $1,001 - $15,000 None (or less than $201)
PACE INTL FIXED INCOME $1,001 - $15,000 None (or less than $201)
PACE MUNIC FIXED INCOME $1,001 - $15,000 None (or less than $201)
JP MORGAN INCOME BUILDER FD $1,001 - $15,000 $201 - $1,000
US brokerage account #11
AB HIGH INCOME FUND $100,001 - $250,000 $201 - $1,000
ADOBE SYSTEMS $1,001 - $15,000 None (or less than $201)
AFFILIATED MANAGERS GRP $1,001 - $15,000 None (or less than $201)
ALPHABET INC $1,001 - $15,000 None (or less than $201)
AMAZON $1,001 - $15,000 None (or less than $201)
AMERICAN TOWER REIT $1,001 - $15,000 None (or less than $201)
ANDARKO PETE $1,001 - $15,000 None (or less than $201)
APPLE INC $1,001 - $15,000 None (or less than $201)
AUTOZONE $1,001 - $15,000 None (or less than $201)
BROADCOM LTD $1,001 - $15,000 None (or less than $201)
CELGENE CORP $1,001 - $15,000 None (or less than $201)
CONTINENTAL RESOURCES $1,001 - $15,000 None (or less than $201)
COSTCO WHOLESALE $1,001 - $15,000 None (or less than $201)
DANAHER CORP $1,001 - $15,000 None (or less than $201)
WALT DISNEY CO $1,001 - $15,000 None (or less than $201)
DOVER CORP $1,001 - $15,000 None (or less than $201)
FACEBOOK INC $1,001 - $15,000 None (or less than $201)
FEDEX CORP $1,001 - $15,000 None (or less than $201)
GENERAL DYNAMICS $1,001 - $15,000 None (or less than $201)
HONEYWELL INT'L $1,001 - $15,000 None (or less than $201)
LYONDELLBASELL INDUS $1,001 - $15,000 None (or less than $201)
MEDTRONIC PLC $1,001 - $15,000 None (or less than $201)
MONDELEZ INT'L $1,001 - $15,000 None (or less than $201)
NVIDIA $1,001 - $15,000 None (or less than $201)
PIONEER NATURAL RESOURCES $1,001 - $15,000 None (or less than $201)
SALESFORCE COM $1,001 - $15,000 None (or less than $201)
STARBUCKS $1,001 - $15,000 None (or less than $201)
THERMO FISHER SCIENTIFIC $1,001 - $15,000 None (or less than $201)
TJX COS $1,001 - $15,000 None (or less than $201)
ZIMMER BIOMET HOLDINGS $1,001 - $15,000 None (or less than $201)
ZOETIS INC $1,001 - $15,000 None (or less than $201)
US brokerage account #12
ANHEUSER BUSCH $1,001 - $15,000 None (or less than $201)
AUTOMATIC DATA PROCESSING $1,001 - $15,000 None (or less than $201)
BANK OF AMERICA $1,001 - $15,000 None (or less than $201)
BOEING CO $1,001 - $15,000 None (or less than $201)
BRISTOL MYERS SQUIBB $1,001 - $15,000 None (or less than $201)
CHECK POINT SOFTWARE $1,001 - $15,000 None (or less than $201)
EXPRESS SCRIPTS HOLDING $1,001 - $15,000 None (or less than $201)
GENERAL ELECTRIC $1,001 - $15,000 None (or less than $201)
HOME DEPOT $1,001 - $15,000 None (or less than $201)
JP MORGAN CHASE $1,001 - $15,000 None (or less than $201)
MERCK & CO $1,001 - $15,000 None (or less than $201)
MICROSOFT CORP $1,001 - $15,000 None (or less than $201)
NEXTERA ENERGY $1,001 - $15,000 None (or less than $201)
PEPSICO $1,001 - $15,000 None (or less than $201)
WALGREENS BOOTS ALLIANCE $1,001 - $15,000 None (or less than $201)
BANK OF NEW YORK MELLON $1,001 - $15,000 None (or less than $201)
US brokerage account #13
ANHEUSER BUSCH $1,001 - $15,000 None (or less than $201)
HONEYWELL INTL INC $1,001 - $15,000 None (or less than $201)
JP MORGAN CHASE $1,001 - $15,000 None (or less than $201)
MASTERCARD INC $1,001 - $15,000 None (or less than $201)
MERCK & CO $1,001 - $15,000 None (or less than $201)
KRAFT HEINZ $1,001 - $15,000 None (or less than $201)
THE 2011 GELLERT DESCENDANTS TRUST (THE FILER HAS A ONE-THIRD BENEFICIAL INTEREST. HIS TWO SIBLINGS ARE THE OTHER BENEFICIARIES. THIS IS A GRANTOR TRUST, THE GRANTOR IS THE FILER'S FATHER.)
GELCAN INC (Holds Finica) $1,000,001 - $5,000,000 $100,001 - $1,000,000
THE ANDREW GELLERT GST TRUST (THIS IS A GRANTOR TRUST, THE GRANTOR IS THE FILER'S FATHER.)
LANDINGS APARTMENTS LLC (REAL ESTATE RENTAL-Chicago, IL) $15,001 - $50,000 $1,900
DANIC URBAN RENEWAL COMPANY (COMMERCIAL REAL ESTATE RENTAL- Elizabeth, NJ) (THIS ENTITY OWNS ONE OF THE BUILDINGS WHERE ATALANTA OPERATES) $1,000,001 - $5,000,000 $103,000
US Brokerage Account #14
NUVEEN HIGH INCOME NOV 2021 $15,001 - $50,000 $1,001 - $2,500
Nuveen Short Dur Hi Yld Muni Bd I $15,001 - $50,000 $1,001 - $2,500
Alphakeys Strategic Ptnrs Fund VII LLC $250,001 - $500,000 None (or less than $201)
INVESCO MORTGAGE CAPITAL PREFERRED STOCK $15,001 - $50,000 $1,001 - $2,500
ALKEON GROWTH PARTNERS $500,001 - $1,000,000 $2,501 - $5,000
ANNALY CAPITAL MGMT PREFERRED STOCK $15,001 - $50,000 $1,001 - $2,500
APOLLO GLOBAL MGMT LLC None (or less than $1,001) $1,001 - $2,500
US BROKERAGE ACCOUNT #15
FIRST TRUST ENHANCES SHORT MATURITY $50,001 - $100,000 $1,001 - $2,500
FIRST TRUST LOW DURATION MORTGAGE $15,001 - $50,000 $201 - $1,000
FIRST TRUST PREFERRED SECUR & INCOME $15,001 - $50,000 $1,001 - $2,500
ISHARES CORE S&P US VALUE $15,001 - $50,000 $1,001 - $2,500
ISHARES CORE S&P US GROWTH $15,001 - $50,000 $1,001 - $2,500
JP MORGAN DIVERS RETURN US EQUITY $15,001 - $50,000 $1,001 - $2,500
JP MORGAN INCOME BUILDER CL 1 $50,001 - $100,000 $2,501 - $5,000
SALIENT SELECT INCOME FD CL A $15,001 - $50,000 $1,001 - $2,500
JP MORGAN HEDGED EQUITY FD $15,001 - $50,000 $1,001 - $2,500
FIRST TRUST MORNINGSTAR DIV LEADER INDEX $15,001 - $50,000 $1,001 - $2,500
DCP Keg Ventures LLC (lending venture) White Plains, NY $100,001 - $250,000 None (or less than $201)
DCP HUNTER LLC (LENDING VENTURE) . WHITE PLAINS, NY $100,001 - $250,000 $5,001 - $15,000
DCP SNF LENDERS LLC (LENDING VENTURE) WHITE PLAINS NY $250,001 - $500,000 $50,001 - $100,000
DCP IMX DIP LENDER LLC (LENDING VENTURE) WHITE PLAINS NY $250,001 - $500,000 $50,001 - $100,000
DCP ARTIFEX LLC (LENDING VENTURE WHITE PLAINS, NY) $100,001 - $250,000 $15,001 - $50,000
DCP BEDFORD GRAHAM LLC (LENDING VENTURE WHITE PLAINS, NY) $50,001 - $100,000 $5,001 - $15,000
DCP FRANKLIN DEAN LLC (LENDING VENTURE WHITE PLAINS, NY) $100,001 - $250,000 $5,001 - $15,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Atalanta Corporation Defined Benefit Plan Elizabeth, New Jersey I will continue to participate in this defined benefit plan. At age 62 I may elect to receive a lump sum payment or a monthly payment. Jan. 16, 2012
Atalanta 401k Elizabeth, New Jersey I will continue to participate in this 401k plan, however, Atalanta will not make contributions after my separation. Jan. 16, 2012

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
TD Bank Exercised Line of Credit $15,001 - $50,000 floating 2016
Bank of America Exercised Line of Credit $100,001 - $250,000 floating 2016
Millington Bank Exercised Line of Credit $10,001 - $15,000 floating 2017
WELLS FARGO BROKERAGE (RATE IS CURRENTLY 2.25%. RATE WILL FLUCTUATE BASED ON OTHER PUBLISHED INTEREST RATES.) MARGIN BORROWINGS $1,000,001 - $5,000,000 2.25% 2013
UBS FINANCIAL SERVICES (RATE IS CURRENTLY 2.125%. RATE WILL FLUCTUATE BASED ON OTHER PUBLISHED INTEREST RATES) MARGIN BORROWINGS $500,001 - $1,000,000 2.125% 2014
TD Bank Mortgage on Personal Residence $500,001 - $1,000,000 3% 2014
Kitchen Fund LP Capital Call $100,001 - $250,000 0% 2015
AlphaKeys Strategic Partners VII Capital Calls $100,001 - $250,000 0% 2016

Spouse's Employment Assets

Description Value Income Type Income Amount
US brokerage account #1
FIRST TR MORNINGSTAR DIV LEADER INDEX $15,001 - $50,000 $2,501 - $5,000
FIRST TR LARGE CAP CORE ALPHADEX $15,001 - $50,000 $1,001 - $2,500
FIRST TR SMALL CAP CORE ALPHADEX $1,001 - $15,000 $201 - $1,000
FIRST TR MID CAP CORE ALPHADEX $15,001 - $50,000 $201 - $1,000
PRUDENTIAL SHORT TERM CORP BOND FD $15,001 - $50,000 $201 - $1,000
JP MORGAN INCOME BUILDER CLASS SEL $15,001 - $50,000 $1,001 - $2,500
MORGAN STANLEY INSTIT FUND CL I GLOBAL FRANCHISE PORTFOLIO $1,001 - $15,000 None (or less than $201)
MORGAN STANLEY INSTIT FUND MID CAP GROWTH $1,001 - $15,000 None (or less than $201)
FIRST TR RISING DIV ACHIEVERS $1,001 - $15,000 $201 - $1,000
US brokerage account #2
FIRST TR MORNINGSTAR DIV LEADER INDEX FD $1,001 - $15,000 $1,001 - $2,500
FIRST DORSEY WRIGHT $1,001 - $15,000 $201 - $1,000
FIRST TR LG CAP VALUE OPPORTUNITIES $1,001 - $15,000 $201 - $1,000
FIRST TR LG CAP GRWTH OPPOR ALPHADEX $1,001 - $15,000 $201 - $1,000
ISHARES RUSSELL MID CAP VALUE $1,001 - $15,000 $201 - $1,000
ISHARES RUSSELL MID CAP GROWTH $1,001 - $15,000 $201 - $1,000
NUVEEN SHORT DUR HIGH YLD MUNI BOND $1,001 - $15,000 None (or less than $201)
PRUDENTIAL SHORT TERM CORP BOND $1,001 - $15,000 None (or less than $201)
JP MORGAN INCOME BLDR CLASS SEL $15,001 - $50,000 $1,001 - $2,500
PRINCIPAL FDS GLOBAL DIV INCOME FUND $1,001 - $15,000 $201 - $1,000
ISHARES CORE US VALUE $1,001 - $15,000 $1,001 - $2,500

Do you know something about Andrew Gellert? Send us an email at [email protected] or send a Signal message to 347-244-2134.

See more staffers at State »

Close Comment Creative Commons Donate Email Facebook Mobile Phone Podcast Print RSS Search Search Twitter WhatsApp
Current site Current page