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Sheldon Martin Geller

STONE HILL FIDUCIARY MANAGEMENT, LLC·GREAT NECK, New York
Unclaimed Profile
1010 NORTHERN BOULEVARD, GREAT NECK, NY 11021-5317CRD# 2668997Firm CRD# 164981
01

About

Sheldon Martin Geller is a registered financial advisor based in GREAT NECK, New York, affiliated with STONE HILL FIDUCIARY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
STONE HILL FIDUCIARY MANAGEMENT, LLC
STONE HILL FIDUCIARY MANAGEMENT, LLC
AUM
$2.2B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STONE HILL FIDUCIARY MANAGEMENT, LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 2668997
Firm CRD# 164981
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheldon Martin Geller offer?
Sheldon Martin Geller specializes in Wealth Management. Contact their office in GREAT NECK, New York for a consultation.
What are Sheldon Martin Geller's credentials?
Sheldon Martin Geller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheldon Martin Geller located?
Sheldon Martin Geller is based in GREAT NECK, New York, working with STONE HILL FIDUCIARY MANAGEMENT, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Sheldon Martin Geller charge for services?
Sheldon Martin 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 STONE HILL FIDUCIARY MANAGEMENT, LLC?
STONE HILL FIDUCIARY MANAGEMENT, LLC has approximately 3 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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