Unclaimed Profile

Sheldon Martin Geller

STONE HILL FIDUCIARY MANAGEMENT, LLC·GREAT NECK, New York

Clean recordSTONE HILL FIDUCIARY MANAGEMENT, LLC

1010 NORTHERN BOULEVARD, GREAT NECK, NY 11021-5317CRD# 2668997Firm CRD# 164981

Profile Verification

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

Identity

Sheldon Martin Geller · GREAT NECK, NY

Registration

CRD #2668997 · STONE HILL FIDUCIARY MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

STONE HILL FIDUCIARY MANAGEMENT, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STONE HILL FIDUCIARY MANAGEMENT, LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 2668997

Firm CRD# 164981

View on FINRA BrokerCheck →

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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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