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Bruce H. Geller

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CRD#: 2246848
BG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Howard Geller was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1992. Bruce had worked at 2 firms and has passed the Series 52 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 8, 2008 - March 22, 2021

DALTON, GREINER, HARTMAN, MAHER & CO., LLC

RIA
CRD#: 130913
NEW YORK, NY
Past

August 12, 1992 - October 28, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 52
Date: 8/10/1992
Municipal Securities Representative Examination

Current Firm


DG
DALTON, GREINER, HARTMAN, MAHER & CO., LLC
DALTON, GREINER, HARTMAN, MAHER & CO., LLC | DALTON,GRSINOR,HORTMAN,MANOR & CO LLC

CRD#: 130913 / SEC#: 801-62895

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Contact information


Main Address
565 Fifth Avenue Suite 2101, New York, NY 10017-2413
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE-3-21-11 (3/8/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DALTON, GREINER, HARTMAN, MAHER & CO., LLC

CRD#: 130913

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