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FIRM PROFILE
Overview
GELLER VENTURES, LLC is located at null, Westport, CT null. GELLER VENTURES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of GELLER VENTURES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. GELLER VENTURES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GELLER VENTURES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access GELLER VENTURES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at GELLER VENTURES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for GELLER VENTURES, LLC Comes From
Understanding the Statistics for GELLER VENTURES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
Westport, CT
(917) 846-0324
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| GELLER, BRUCE, HOWARD | MANAGER, TRUSTEE, CEO, CCO | 07/2020 | 2246848 |
| BRUCE H. GELLER REVOCABLE TRUST 4/13/04 | MEMBER | 07/2020 |
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Advisor's working at GELLER VENTURES, LLC
Kevin Duane Mayo
Registered Affiliation(s):FALCON WEALTH PLANNING, INC.
Kevin Michael Heal
Registered Affiliation(s):ARGUS INVESTORS' COUNSEL, INC.
Alyssum Mae Keefer
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
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