Theodore Geller
Theodore Geller is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 56 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 Penn Plz Fl 27, New York, NY, 10119
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Regulatory
August 1989Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Prescott, Ball & Turben, INC.Broker
Prescott, Ball & TurbenBroker
Prescott, Ball & TurbenBroker
Bruns, Nordeman, Rea & CO.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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