Georgette Geller, financial advisor Stamford CT
93 score

Georgette Geller

CRD Number: 1981303
Current Firm: Axa Advisors, LLC

Georgette Geller (CRD# 1981303) is an Investment Advisor Representative working at Axa Advisors, LLC in Stamford, CT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Sep 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Georgette H. Geller
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • CT
  • NJ
  • FL
  • RI
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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