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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)15 years in industry

Gabriel Tishelman

Advisor at JEFFERIES INVESTMENT ADVISERS LLC

NEW YORK, NY

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Search this name across graphsid dfx:ria:9042675e-da96-7473-b1c2-af81e32b99f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 6, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JEFFERIES INVESTMENT ADVISERS LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 52
Designations: Chartered Financial Analyst
Exams: S66
First exam: Apr 5, 2021
First registration: Apr 6, 2021
Dual registered: yes, broker-dealer
Other names: Gabriel Tishelman|GABRIEL M TISHELMAN|Gabriel Mark Tishelman
IAPD individual key: 7266367

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JEFFERIES INVESTMENT ADVISERS LLC	Mixed wealth	Nov 6, 2023	n/a	yes	NEW YORK, NY	Current employment
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	May 4, 2021	Jun 13, 2022	no	FAIRFIELD, NJ\|WILMINGTON, DE	Previous registration
KEY CLIENT FIDUCIARY ADVISORS, LLC	Independent wealth	Apr 30, 2021	Jun 14, 2022	no	FAIRFIELD, NJ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 6, 2021	May 14, 2021	no	Indianapolis, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KEY CLIENT FIDUCIARY ADVISORS, LLC	REALTA INVESTMENT ADVISORS, INC	Jun 14, 2022	May 4, 2021	-406	Firm change after gap	RIA to ibd
REALTA INVESTMENT ADVISORS, INC	JEFFERIES INVESTMENT ADVISERS LLC	Jun 13, 2022	Nov 6, 2023	511	Firm change after gap	Ibd to ibd
CHARLES SCHWAB & CO., INC.	KEY CLIENT FIDUCIARY ADVISORS, LLC	May 14, 2021	Apr 30, 2021	-14	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ JEFFERIES INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Nov 6, 2023 to presentfactForm ADV
→ KEY CLIENT FIDUCIARY ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 30, 2021 to Jun 14, 2022factForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
May 4, 2021 to Jun 13, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 6, 2021 to May 14, 2021factForm ADV

Dated events

Occurred
Jun 14, 2022
Advisor changed firm
Gabriel Tishelman left Key Client Fiduciary Advisors, Llc for Realta Investment Advisors, Inc (registered 2021-05-04)
Form ADVobserved 6 days ago
Occurred
Jun 13, 2022
Advisor changed firm
Gabriel Tishelman left Realta Investment Advisors, Inc for Jefferies Investment Advisers Llc (registered 2023-11-06)
Form ADVobserved 6 days ago