Gary Elliot Martinelli
Investment adviser representative at Tableaux Wealth
35 yearsExperience
1 stateRegistered in
$229.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Tableaux LLCApr 2025 to now
- Tableaux WealthFeb 2025 to now
- Martinelli Law, LLCJan 1991 to now
- Martinelli Portfolio Management, Inc.Jan 2000 to Mar 2025
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Tableaux Wealth
Legal name: Tableaux LLC
$229.7MAssets managed
209Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4753417
- Firm CRD
- 319355