Unclaimed Profile

Matthew Henry Geller

JOYN ADVISORS, INC.·ATLANTA, Georgia

SIE, Series 6, Series 22, Series 24, Series 42, Series 62, Series 63, Series 65CFPClean record29 years registeredJOYN ADVISORS, INC.

1100 ABERNATHY ROAD, ATLANTA, GA 30328-5646CRD# 2062358Firm CRD# 106725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Henry Geller · ATLANTA, GA

Registration

CRD #2062358 · JOYN ADVISORS, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JOYN ADVISORS, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2020 – May 2023

Atlanta, GA

GV FINANCIAL ADVISORS, INC.

Sep 2000 – Dec 2011

ATLANTA, GA

JOYN ADVISORS, INC.

Apr 1997 – Apr 2020

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 24

Series 42

Series 62

Series 63

Series 65

Registration record

First registered · April 30, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOYN ADVISORS, INC.

CRD 106725 · SEC 801-39720

AUM

$1.4B

Regulatory assets under management

Employees

2,970 client accounts

Services offered by JOYN ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOYN ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Henry Geller offer?

Matthew Henry Geller specializes in Financial Planning, Investment Management, Wealth Management.

What are Matthew Henry Geller's credentials?

Matthew Henry Geller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Henry Geller located?

Matthew Henry Geller is based in ATLANTA, Georgia, last registered with JOYN ADVISORS, INC..

How does Matthew Henry Geller charge for services?

Matthew Henry 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.

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