Be advised. This firm is no longer registered.

Geller & Lehmann, LLC

Geller & Lehmann, LLC (CRD# 132310) is a financial advisory firm headquartered in Baltimore, MD. They manage $155,698,710 in 105 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $1,482,845
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MD, NY

Financial Advisors at Geller & Lehmann, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.