Joyn Advisors, Inc
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About this Advisor
Matthew Geller is a certified financial planner in Atlanta, Georgia. Currently a registered financial advisor with Joyn Advisors, Inc, they have gathered a notable 27 years of practice as an investment advisor. Geller maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Geller is able to operate in Georgia. During their career, the advisor has held roles at Minnesota Life Insurance Company, Securian Financial Services, Inc, Gv Capital Management, Inc, Gv Atlanta, Inc, Gv Financial Advisors, Inc, Kirschner & Lewyn, LLC, Joyn Atlanta, Inc and Joyn Advisors, Inc. Joyn Advisors, Inc is headquartered in Atlanta, Georgia. Overall, Joyn Advisors, Inc oversees $1 billion in assets throughout 3,100 client accounts and employs more than 43 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 3,094 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Joyn Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include fixed fees.
Certifications and Registrations
Years of Experience
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Joyn Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Geller Work History
Matthew has 27 years of experience.
Joyn Atlanta, Inc
Joyn Advisors, Inc
Kirschner & Lewyn, LLC
Gv Financial Advisors, Inc
Minnesota Life Insurance Company
Securian Financial Services, Inc
Gv Capital Management, Inc
Gv Atlanta, Inc
Matthew Geller has no disclosures.
Please visit their SEC profile for more details.