Jeanne
Mcgannon
Geller Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeanne Mcgannon is a certified financial planner based out of New York, New York with 2 years of relevant experience. Mcgannon is currently employed by Geller Advisors LLC. During their career, the advisor has held roles at Constellation Wealth Advisors, LLC, First Republic Investment Management, First Republic Securities Company and Geller Advisors LLC. Mcgannon holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in New York. Geller Advisors LLC is a registered investment company operating out of New York, NY. The firm has offices in four locations and a total of 81 advisors. It administers $5 billion in assets across its 674 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 674 client accounts, 69% are held by high-net-worth clients who have greater than $1 million in assets. Geller Advisors LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial management fees vary depending on which service is provided. Fees charged by Geller Advisors LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Geller Advisors LLC Brokerage Details
$5,005,645,597
81
674
$7,426,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Jeanne Mcgannon Work History
Jeanne has been registered as a financial advisor for 2 years.*
Geller Advisors LLC
First Republic Investment Management
First Republic Securities Company
Constellation Wealth Advisors, LLC
*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 Jeanne Mcgannon 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 Geller Advisors LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
