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Todd Jay Geller

&Partners

Melville, NY

Clayton, MO

CRD 2150957

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-09
NY RA APPROVED 2025-05-09
TX RA APPROVED 2025-05-09
  • NJ RA
    APPROVED
    Since 2025-05-09
  • NY RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-05-09

Branch Locations

534 Broadhollow Road Suite 245, Melville, NY 11747 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Melville NY 04/2014 03/2020
Ameriprise Financial Services, Llc Melville NY 03/2020 05/2025
&Partners Nashville TN 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-12
  • S63 Uniform Securities Agent State Law Examination
    1991-07-12

View on SEC IAPD

Nearby Firms

CLEAR POINT ADVISORS, INC.
APS WEALTH MANAGEMENT, LLC
LI WEALTH MANAGEMENT INC

Nearby Investors

ROBERT LAWRENCE LEVINE
STEVEN CHARLES BRILL
BARRY EVAN DAMPF

Nearby Offices

CLEAR POINT ADVISORS, INC. · MELVILLE, NY
APS WEALTH MANAGEMENT, LLC · MELVILLE, NY
LI WEALTH MANAGEMENT INC · MELVILLE, NY

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