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Todd Jay Geller

&Partners

Melville, NY

Clayton, MO

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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

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Other Offices

CLEAR POINT ADVISORS, INC. · MELVILLE, NY
APS WEALTH MANAGEMENT, LLC · MELVILLE, NY
LI WEALTH MANAGEMENT INC · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · MELVILLE, NY
THE PINNACLE FINANCIAL GROUP · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY

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