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Sandra V. Geller

The Family Financial Group

Newton Centre, MA

Newton Centre, MA

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Current Employers
The Family Financial Group

775 Commonwealth Avenue, Newton Centre, MA 02459 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-04-08
MA RA APPROVED 2023-10-05
MD RA APPROVED 2023-02-08
  • CT RA
    APPROVED
    Since 2024-04-08
  • MA RA
    APPROVED
    Since 2023-10-05
  • MD RA
    APPROVED
    Since 2023-02-08

Branch Locations

775 Commonwealth Avenue, Newton Centre, MA 02459 • United States

Newton Centre, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geller & Lehmann Llc Lutherville MD 08/1998 Present
  • 08/1998 → Present
    Geller & Lehmann Llc
    Lutherville, MD
Previous Registrations
  • 2012-08-31 → 2020-11-02
    Geller & Lehmann, Llc
    Baltimore, MD
Designations
Other Names
  • Sandra V. Geller

View on SEC IAPD

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Other Offices

CITIZENS SECURITIES, INC. · NEWTON, MA
TD PRIVATE CLIENT WEALTH LLC · Newton Centre, MA
SOFTBANK, INC. · NEWTON, MA
PARAGON FINANCIAL ADVISORS · NEWTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NEWTON, MA
SANTANDER SECURITIES LLC · NEWTON, MA
J.P. MORGAN SECURITIES LLC · Newton, MA
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC · Newton Centre, MA

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