Geller Advisors LLC
CRD 134062SEC# 801-64033New York, NY
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Corient Private Wealth LLC Control | Owner | Over 75% | 2025 |
| Francisco Tobias Marin Control | Chief Financial Officer | Under 5% | 2024 |
| Leonard Lawrence Curle Gullan Control | Chief Operating Officer | Under 5% | 2022 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 101 Park Ave, Suite 3100, New York, NY 10178 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$5.91BNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$5.91Bregulatory AUM
Discretionary $5.89BNon-discretionary $21.1M