Stephanie
Geller
Miller Howard Investments Inc
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About this Advisor
Stephanie Geller is a financial advisor who works in Boca Raton, Florida with 11 years of relevant experience. Geller is an advisor for Miller Howard Investments Inc. During their career, the advisor has held roles at Foreside Fund Services, LLC and Miller/Howard Investments Inc. Geller maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Miller Howard Investments Inc is a business that has its headquarters in Kingston, NY. It has $3 billion in assets under management among its 2,274 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 2,274 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets available to invest. Miller Howard Investments Inc performs a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually are based on the services provided. Fees billed by Miller Howard Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Miller Howard Investments Inc Brokerage Details
$3,145,174,550
32
2,274
$1,383,102
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Stephanie Geller Work History
Stephanie has been registered as a financial advisor for 11 years.*
Foreside Fund Services, LLC
Miller/Howard Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Geller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Miller Howard Investments Inc
Kingston, NY
Boca Raton, FL
Kingston, NY
Sunbury, OH
Woodstock, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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