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).

Current Firm Details
100 Wall Street, Suite 804, New York, NY 10005
http://kf-advisors.com
By the Numbers
  • Total Assets Under Management
    574
    MILLION
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $787,854
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, LA, MA, MD, ME, NH, NJ, NY, PA, TX

Financial Advisors at Kelleher Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Neil Cataldi, financial advisor New York NY
Neil N. Cataldi
CRD#: 3086771
100 Wall Street, Suite 804, New York, NY 10005

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.

2
David Rauch, financial advisor New York NY
David G. Rauch
CRD#: 2208226
100 Wall Street, Suite 804, New York, NY 10005

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.

3
Colleen Sorrentino, financial advisor New York NY
Colleen P. Sorrentino
CRD#: 1714405
100 Wall Street, Suite 804, New York, NY 10005

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.

4
Barton Weisenfluh, financial advisor Portland ME
Barton W. Weisenfluh
CRD#: 2736882
2 Union Street, Suite 401, Portland, ME 04101

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.

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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