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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geller & Co, Llc And Geller Advisors, Llc | New York | NY | 06/2020 | Present |
| Kpmg | New York | NY | 06/2016 | 05/2020 |
| Corient | New York | NY | 01/2025 | Present |
| Corient Services Llc | Miami | FL | 01/2025 | Present |
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