Kelleher Financial Advisors, LLC
Kelleher Financial Advisors, LLC (CRD# 126021) is a financial advisory firm headquartered in New York, NY. They manage $573,557,718 in 728 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management574MILLION
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Total Number of Accounts728ACCOUNTS
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Average Account Value$787,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, FL, LA, MA, MD, ME, NH, NJ, NY, PA, TX
Neil Cataldi (CRD# 3086771) is an Investment Advisor Representative working at Kelleher Financial Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry.
David Rauch (CRD# 2208226) is an Investment Advisor Representative working at Kelleher Financial Advisors, LLC in New York, NY and has over 32 years of experience in the finance industry.
Colleen Sorrentino (CRD# 1714405) is an Investment Advisor Representative working at Kelleher Financial Advisors, LLC in New York, NY and has over 31 years of experience in the finance industry.
Barton Weisenfluh (CRD# 2736882) is an Investment Advisor Representative working at Kelleher Financial Advisors, LLC in Portland, ME and has over 27 years of experience in the finance industry.