Morgan Stanley
47yrs
Top advisor for experience in New York
46yrs
Theodore Geller
Financial advisor at Wells Fargo Advisors
At a glance
Experience46 years (since 1980)
How that compares ?Top 1% for experience in New York
Office1 Penn PLZ FL 27, New York, NY 10119
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Theodore
Tailored to Theodore’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Theodore
How do I contact Theodore?
Call Wells Fargo Advisors at 314-875-3000 and ask for Theodore Geller. Theodore works from the New York, NY office.
How long has Theodore been a financial advisor?
Theodore has been in the industry since 1980, about 46 years. Top 1% for experience in New York.
What licenses does Theodore hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Theodore for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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