Geller & Lehmann, LLC

Geller & Lehmann, LLC (CRD# 132310) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $40,000,000 in 100 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, MD, NY

Financial Advisors at Geller & Lehmann, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sandra V. Geller
CRD#: 5085273
10749 Falls Road, Ste 202, Lutherville-Timonium, MD 21093
90
Wealthminder
score

Sandra Geller (CRD# 5085273) is an Investment Advisor Representative working at Geller & Lehmann, LLC in Lutherville-Timonium, MD and has 1 year of experience in the finance industry. Sandra Geller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David C. Lehmann
CRD#: 5085262
10749 Falls Road, Ste 202, Lutherville-Timonium, MD 21093
90
Wealthminder
score

David Lehmann (CRD# 5085262) is an Investment Advisor Representative working at Geller & Lehmann, LLC in Lutherville-Timonium, MD and has 1 year of experience in the finance industry. David Lehmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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