Geller Advisors LLC

Geller Advisors LLC (CRD# 134062) is a financial advisory firm headquartered in New York, NY. They manage $5,911,757,864 in 797 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
909 Third Avenue, New York, NY 10022
https://www.linkedin.com/company/geller-advisors
By the Numbers
  • Total Assets Under Management
    5,912
    MILLION
  • Total Number of Accounts
    797
    ACCOUNTS
  • Average Account Value
    $7,417,513
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 pooled investment vehicles (other than investment companies)
  • 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.

AZ, CA, CO, CT, FL, GA, IL, MA, MD, NJ, NY, PA, PR, TN, TX

Financial Advisors at Geller Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
Paul Oliva, financial advisor New York NY
Paul L. Oliva
CRD#: 6453551
909 Third Avenue, New York, NY 10022

Paul Oliva (CRD# 6453551) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has over 10 years of experience in the finance industry.

2
Jonathan Barbato, financial advisor New York NY
Jonathan R. Barbato
CRD#: 3260257
909 Third Avenue, New York, NY 10022

Jonathan Barbato (CRD# 3260257) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

3
William Bush, financial advisor New York NY
William P. Bush
CRD#: 2272166
909 Third Avenue, New York, NY 10022

William Bush (CRD# 2272166) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has over 12 years of experience in the finance industry.

4
Nicholas Hall-Risko, financial advisor New York NY
Nicholas D. Hall-Risko
CRD#: 7431282
909 Third Avenue, New York, NY 10022

Nicholas Hall-Risko (CRD# 7431282) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

5
Sylvia Koc-Marano, financial advisor New York NY
Sylvia Koc-Marano
CRD#: 4584395
909 Third Avenue, New York, NY 10022

Sylvia Koc-Marano (CRD# 4584395) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has over 21 years of experience in the finance industry.

6
John Law, financial advisor New York NY
John S. Law
CRD#: 5897202
909 Third Avenue, New York, NY 10022

John Law (CRD# 5897202) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has over 5 years of experience in the finance industry.

7
Derek Louie, financial advisor New York NY
Derek Louie
CRD#: 7812561
909 Third Avenue, 16th Floor, New York, NY 10022

Derek Louie (CRD# 7812561) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

8
Jonathan McNitt, financial advisor New York NY
Jonathan M. McNitt
CRD#: 7825339
909 Third Avenue, New York, NY 10022

Jonathan McNitt (CRD# 7825339) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

9
Robert Wedeking, financial advisor New York NY
Robert D. Wedeking
CRD#: 2370316
909 Third Avenue, New York, NY 10022

Robert Wedeking (CRD# 2370316) is an Investment Advisor Representative working at Geller Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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