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Geller Advisors LLC

CRD 134062SEC# 801-64033New York, NY
Export (members)
No longer SEC-registered. Geller Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.91B
Employees
49
Accounts
797
Location
New York, NY

Geller Advisors LLC assets under management

Geller Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. It reports $5.9 billion in regulatory assets under management and employs 49 people.

Geller Advisors LLC owners & executives

10 reported
NameTitleOwnershipSince
Corient Private Wealth LLC ControlOwnerOver 75%2025
Francisco Tobias Marin ControlChief Financial OfficerUnder 5%2024
Leonard Lawrence Curle Gullan ControlChief Operating OfficerUnder 5%2022
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Frequently asked questions

How much does Geller Advisors LLC manage?

Geller Advisors LLC reports $5.9 billion in regulatory assets under management on its Form ADV.

How many employees does Geller Advisors LLC have?

Geller Advisors LLC reports 49 employees.

Where is Geller Advisors LLC located?

Geller Advisors LLC is based in New York, NY.

Does Geller Advisors LLC disclose fund performance?

Geller Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Park Ave, Suite 3100, New York, NY 10178
Office hours9:00 a.m. - 6:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$5.89B
Non-discretionary$21.1M
Total (RAUM)$5.91B