CFP

Sandra Geller

11 Years of Experience

Newton Centre, MA

1 Disclosure

Sandra Geller is a CFP-designated registered investment advisor at The Family Financial Group, based in Newton Centre, MA, with 11 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 30 clients.

The Family Financial Group

Compensation

Fixed/Hourly

Firm Size

2 advisors

Number of Clients

30 clients

Average Client Portfolio

Not specified

Fee Structure

Investment management only (planning not offered)

Geller & Lehmann provides high-level advice regarding investments recommended to the client by their primary registered investment advisor (RIA). Geller only charges clients by the hour. The RIA sends an invoice to the client for approval prior to deducting the fees from the client account.

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Location

775 Commonwealth Avenue, Newton Centre, MA, 02459

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History

Regulatory History (1)

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Regulatory

September 2023

Final

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Employment History

Current Registrations

The Family Financial Group

February 2023 - Present · 3 yrs 3 mos

Previous Registrations

Geller & Lehmann, LLC

August 2012 - November 2020 · 8 yrs 3 mos

State Registrations3 states

CTMAMD

Advisor

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

No exam information available for this advisor.

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