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Beverly Lynn Duke

GELLER ADVISORS LLC·NEW YORK, New York
Unclaimed Profile
909 THIRD AVENUE, NEW YORK, NY 10022CRD# 5667739Firm CRD# 134062
01

About

Beverly Lynn Duke is a registered financial advisor based in NEW YORK, New York, affiliated with GELLER ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
GELLER ADVISORS LLC
GELLER ADVISORS LLC
AUM
$5.9B
Regulatory assets under management
Employees
49
Total firm employees
View all advisors at GELLER ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5667739
Firm CRD# 134062
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Beverly Lynn Duke offer?
Beverly Lynn Duke specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Beverly Lynn Duke's credentials?
Beverly Lynn Duke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beverly Lynn Duke located?
Beverly Lynn Duke is based in NEW YORK, New York, working with GELLER ADVISORS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Beverly Lynn Duke charge for services?
Beverly Lynn Duke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GELLER ADVISORS LLC?
GELLER ADVISORS LLC has approximately 49 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Wedeking
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Martin Alan Braunstein
NEW YORK, NY

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