RIA Intelligence

GELLER & LEHMANN, LLC

CRD #132310 SEC #801-117183 BALTIMORE, MD 410 583-5540
SEC Registered
Total AUM
$155.7M
Discretionary
$0
Employees
2
Clients
26
Accounts
105

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 29, 2020
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GELLER, SANDRA, V.IMEMBER-CHIEF COMPLIANCE OFFICERD Control
GELLER, SANDRA, V.IMEMBER-CHIEF COMPLIANCE OFFICERD Control
GELLER, SANDRA, V.IMEMBERD Control
GELLER, SANDRA, V.IMEMBERD Control
GELLER, SANDRA, V.IMEMBER-CHIEF COMPLIANCE OFFICERD Control
GELLER, SANDRA, V.IMEMBER-CHIEF COMPLIANCE OFFICERD Control
GELLER, SANDRA, V.IMEMBER-CHIEF COMPLIANCE OFFICERD Control
GELLER, SANDRA, V.IMEMBER-CHIEF COMPLIANCE OFFICERD Control
GELLER, SANDRA, V.IMEMBER-CHIEF COMPLIANCE OFFICERD Control
GELLER, SANDRA, V.ICCOD Control
GELLER, SANDRA, V.ICCOD Control
GELLER, SANDRA, V.ICCOD Control
LEHMANN, DAVID, CIMEMBER-CHIEF EXECUTIVE OFFICERD Control
LEHMANN, DAVID, CIMEMBER-CHIEF EXECUTIVE OFFICERD Control
LEHMANN, DAVID, CIMEMBERD Control
LEHMANN, DAVID, CIMEMBER-CCOD Control
LEHMANN, DAVID, CIMEMBER-CHIEF EXECUTIVE OFFICERD Control
LEHMANN, DAVID, CIMEMBER-CHIEF EXECUTIVE OFFICERD Control
LEHMANN, DAVID, CIMEMBER-CHIEF EXECUTIVE OFFICERD Control
LEHMANN, DAVID, CIMEMBER-CHIEF EXECUTIVE OFFICERD Control
LEHMANN, DAVID, CIMEMBER-CHIEF EXECUTIVE OFFICERD Control
LEHMANN, DAVID, CIMEMBERD Control
LEHMANN, DAVID, CIMEMBERD Control
LEHMANN, DAVID, CIMEMBERD Control

Registrations

Federal

IA
Jun 29, 2020 REGISTERED

Notice Filings (3)

MA MD NY

Address

106 OLD COURT ROAD
SUITE 202
BALTIMORE, MD 21208
United States
Phone: 410 583-5540