Our financial advice team

Todd Geller, Financial Advisor serving the Melville, NY area - Ameriprise Advisors

Todd Geller

Financial Advisor

Managing Director
Geller and Associates
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 32 reviews
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2024
  • Ameriprise Chairman's Advisory Council, 2014 - 2023
  • Geller and Associates, Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success, 2015 - 2020
  • Five Star Wealth Manager, 2015, 2020
  • Ameriprise Chairman's Award, 2014 - 2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

You can often find Todd all over Long Island and the tri-state area hosting his frequent educational
workshops and presentations. Over the years, Todd has been welcomed into many different groups and
organizations. Some of the more well known groups that have invited Todd to speak are Northrop Grumman
Retiree Group, the American Association of Retired Persons (AARP), the National Association of
Federal Employees (NARFE), United Airlines Retirees, and various other civic, fraternal, community, and
retiree organizations.

Interests

  • Spending time with my wife Caryn, my son Jake and daughter Rachel
  • I love to travel with my family and friends
  • I enjoy working out, skiing, tennis, some golf and the outdoors
  • Caryn and I love to try new restaurants – please share with me your favorite, always looking for new spots!
  • Very big sports fan, enjoying the Knicks, Jets, Mets, Islanders and Penn State athletics
  • I love live music and attend concerts big and small, particularly enjoying smaller venues

My photos

3 albums
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Todd Geller may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0K70919

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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