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GELLER ADVISORS LLC
GELLER ADVISORS LLC
NEW YORK, New York
·
14 registered advisors
·
CRD# 134062
SEC# 801-64033
3
(212) 583-6001
01
Firm Overview
AUM
$5.9B
Regulatory assets under management
Employees
49
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at GELLER ADVISORS LLC
14 registered advisors
Beverly Lynn Duke
NEW YORK, New York
CRD# 5667739
Doreen Nidowicz
NEW YORK, New York
CRD# 7120160
Edward Seth Hornstein
NEW YORK, New York
CRD# 6927780
Elliott Chen-Han Lee
NEW YORK, New York
CRD# 7883993
Hayden M Horowitz
NEW YORK, New York
CRD# 4442957
Leanne Marie Haupt
NEW YORK, New York
CRD# 7894242
Martin Alan Braunstein
NEW YORK, New York
CRD# 1101934
Martin Cooperman
NEW YORK, New York
CRD# 6036827
Martin Jay Geller
NEW YORK, New York
CRD# 1312941
Owen Mark Ryan
NEW YORK, New York
CRD# 7205026
Paul Ira Kasnetz
NEW YORK, New York
CRD# 6158570
Paul J Boscacci
NEW YORK, New York
CRD# 5399601
Robert Wedeking
NEW YORK, New York
CRD# 2370316
Susan Warren Sofronas
NEW YORK, New York
CRD# 1455955
05
Office Locations
NEW YORK, New York
14 advisors
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Data sourced from SEC Form ADV filings. GELLER ADVISORS LLC (CRD# 134062) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.