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GELLER ADVISORS LLC

NEW YORK, NY · CRD 134062 · IAPD ↗ · (888) 462-3033

$5.91BRegulatory AUM
15Advisory reps
49Employees
5Clients
51-100Planning clients
10Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — GELLER ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $5.91B RAUM, 15 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
November 2024 — GELLER ADVISORS LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — GELLER ADVISORS LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.