AdvisorOS Directory
Claim Profile
DG

David Louis Geller

JOYN ADVISORS, INC.·ATLANTA, Georgia
Unclaimed Profile
1100 ABERNATHY ROAD, ATLANTA, GA 30328-5646CRD# 1580648Firm CRD# 106725
01

About

David Louis Geller is a registered financial advisor based in ATLANTA, Georgia, affiliated with JOYN ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOYN ADVISORS, INC.
JOYN ADVISORS, INC.
AUM
$1.4B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at JOYN ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 1580648
Firm CRD# 106725
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Louis Geller offer?
David Louis Geller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are David Louis Geller's credentials?
David Louis Geller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Louis Geller located?
David Louis Geller is based in ATLANTA, Georgia, working with JOYN ADVISORS, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does David Louis Geller charge for services?
David Louis Geller's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOYN ADVISORS, INC.?
JOYN ADVISORS, INC. has approximately 38 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JOYN ADVISORS, INC.

Susan Marie Davis
ATLANTA, GA
Marc Jonathan Lewyn
ATLANTA, GA
Cynthia Nicole Gardner Studrawa
ATLANTA, GA
Matthew Henry Geller
ATLANTA, GA

More Advisors in ATLANTA, Georgia

Helen Howard Prater
FSC SECURITIES CORPORATION·ATLANTA, GA
Scott Robert Nieboer
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Charles Michael Phillips
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Christopher Glenn Speaks
CERTUS INVESTMENT ADVISORS, LLC·ATLANTA, GA
Lee Antony Jerrum
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Matthew Adam Schlueter
OSAIC ADVISORY SERVICES, LLC·ATLANTA, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)WATKINSVILLE (22)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile