Geller Advisors LLC

GELLER ADVISORS LLC is a Delaware-based limited liability company with 121 employees, 12 of which hold advisory roles. Its services are extended to four clients, and its SEC status is sanctioned and registered on March 31, 2005.

• DOREEN NIDOWICZ

  CHIEF OPERATING OFFICER owns less than 5%

• EDWARD SETH HORNSTEIN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• GELLER & COMPANY LLC

  OWNER owns 75% or more

• HAYDEN M HOROWITZ

  CHIEF EXECUTIVE OFFICER owns less than 5%

• MARTIN JAY GELLER

  GELLER & COMPANY PRESIDENT owns less than 5%

• ROBERT WEDEKING

  CHIEF INVESTMENT OFFICER owns less than 5%

• GELLER HOLDINGS, INC.

  OWNER owns 75% or more

• MARTIN JAY GELLER

  OWNER owns 75% or more

• CITIBANK N.A.
  United States
• FIRST REPUBLIC BANK
  United States
• FIRST REPUBLIC BANK
  United States
• TD AMERITRADE, INC.
  United States

• MSCI ESG Research LLC
• Record Currency Management US Inc
• NEZU Asia Capital Management LLC
• Concord Investment Management
• Macallaster Pitfield Mackay Inc
• WL ROSS & Co LLC
• The Wicks Group of Companies III LLC
• Corre Partners Management LLC
• Investec Asset Management North America Inc "IAM NA"
• Hayfin Capital Management LLC

• Investing in the future: Comparing Geller Advisors LLC Q3 2022 vs. Q4 2022 Holdings
• Geller Family Office Services LLC, a Leader in Financial Advisory and Wealth Management, Selects Dynasty Financial Partners as its Client Technology Platform

• SPDR S&P 500 ETF TR TR UNIT $99,293k
• VANGUARD INDEX FDS S&P 500 ETF SHS $95,910k
• Invesco FTSE RAFI US 1000 Port $25,142k
• ISHARES U $11,237k
• ISHARES TR RUSSELL 2000 ETF $9,331k
• ISHARES MSCI KLD 400 SOCIAL ETF $2,709k
• ISHARES TR CORE S&P500 ETF $1,694k
• MASTERCARD INC $1,211k
• GOLDMAN SACHS ETF TR $1,056k
• JPMORGAN CHASE & CO $1,032k