0001172661-22-000334.txt : 20220211
0001172661-22-000334.hdr.sgml : 20220211
20220211104139
ACCESSION NUMBER: 0001172661-22-000334
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220211
DATE AS OF CHANGE: 20220211
EFFECTIVENESS DATE: 20220211
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Geller Advisors LLC
CENTRAL INDEX KEY: 0001354739
IRS NUMBER: 202230875
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11848
FILM NUMBER: 22617577
BUSINESS ADDRESS:
STREET 1: 909 THIRD AVENUE, 16TH FLOOR
STREET 2: ATTN: CHIEF COMPLIANCE OFFICER
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-583-6000
MAIL ADDRESS:
STREET 1: 909 THIRD AVENUE, 16TH FLOOR
STREET 2: ATTN: CHIEF COMPLIANCE OFFICER
CITY: NEW YORK
STATE: NY
ZIP: 10022
FORMER COMPANY:
FORMER CONFORMED NAME: Geller Family Office Services, LLC
DATE OF NAME CHANGE: 20060228
13F-HR
1
primary_doc.xml
13F-HR
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false
true
false
0001354739
XXXXXXXX
12-31-2021
12-31-2021
false
Geller Advisors LLC
909 Third Avenue, 16th Floor
Attn: Chief Compliance Officer
New York
NY
10022
13F HOLDINGS REPORT
028-11848
N
Paul Boscacci
Chief Compliance Officer
212-583-6000
/s/ Paul Boscacci
New York
NY
02-11-2022
0
177
513206
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
956
6794
SH
SOLE
0
0
6794
ABBVIE INC
COM
00287Y109
1156
8536
SH
SOLE
0
0
8536
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
856
2064
SH
SOLE
0
0
2064
ADOBE SYSTEMS INCORPORATED
COM
00724F101
646
1140
SH
SOLE
0
0
1140
ADVANCED MICRO DEVICES INC
COM
007903107
461
3201
SH
SOLE
0
0
3201
AFLAC INC
COM
001055102
265
4533
SH
SOLE
0
0
4533
AGILENT TECHNOLOGIES INC
COM
00846U101
216
1352
SH
SOLE
0
0
1352
AIR PRODS & CHEMS INC
COM
009158106
209
684
SH
SOLE
0
0
684
ALPHABET INC
CAP STK CL A
02079K305
2352
812
SH
SOLE
0
0
812
ALPHABET INC
CAP STK CL C
02079K107
1875
648
SH
SOLE
0
0
648
AMAZON COM INC
COM
023135106
1714
514
SH
SOLE
0
0
514
AMERICAN EXPRESS CO
COM
025816109
395
2413
SH
SOLE
0
0
2413
AMERIPRISE FINL INC
COM
03076C106
250
829
SH
SOLE
0
0
829
AMGEN INC
COM
031162100
270
1201
SH
SOLE
0
0
1201
ANALOG DEVICES INC
COM
032654105
214
1218
SH
SOLE
0
0
1218
ANTHEM INC
COM
036752103
384
829
SH
SOLE
0
0
829
AON PLC
SHS CL A
G0403H108
247
822
SH
SOLE
0
0
822
APPLE INC
COM
037833100
6780
38184
SH
SOLE
0
0
38184
APPLIED MATLS INC
COM
038222105
444
2821
SH
SOLE
0
0
2821
APTIV PLC
SHS
G6095L109
644
3902
SH
SOLE
0
0
3902
ARES CAPITAL CORP
COM
04010L103
848
40023
SH
SOLE
0
0
40023
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
397
499
SH
SOLE
0
0
499
ASTRAZENECA PLC
SPONSORED ADR
046353108
459
7888
SH
SOLE
0
0
7888
AT&T INC
COM
00206R102
486
19751
SH
SOLE
0
0
19751
ATLASSIAN CORP PLC
CL A
G06242104
384
1007
SH
SOLE
0
0
1007
ATMOS ENERGY CORP
COM
049560105
484
4624
SH
SOLE
0
0
4624
AUTOMATIC DATA PROCESSING IN
COM
053015103
341
1376
SH
SOLE
0
0
1376
BAKER HUGHES COMPANY
CL A
05722G100
255
10610
SH
SOLE
0
0
10610
BANK NEW YORK MELLON CORP
COM
064058100
222
3822
SH
SOLE
0
0
3822
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1784
5966
SH
SOLE
0
0
5966
BK OF AMERICA CORP
COM
060505104
771
17323
SH
SOLE
0
0
17323
BOOKING HOLDINGS INC
COM
09857L108
336
140
SH
SOLE
0
0
140
BRISTOL-MYERS SQUIBB CO
COM
110122108
383
6149
SH
SOLE
0
0
6149
BROADCOM INC
COM
11135F101
1179
1772
SH
SOLE
0
0
1772
BROADSTONE NET LEASE INC
COM
11135E203
6994
278812
SH
SOLE
0
0
278812
CALAMOS CONV & HIGH INCOME F
COM SHS
12811P108
2196
134862
SH
SOLE
0
0
134862
CHARTER COMMUNICATIONS INC N
CL A
16119P108
379
582
SH
SOLE
0
0
582
CHEVRON CORP NEW
COM
166764100
210
1789
SH
SOLE
0
0
1789
CHUBB LIMITED
COM
H1467J104
299
1540
SH
SOLE
0
0
1540
CHURCH & DWIGHT CO INC
COM
171340102
325
3166
SH
SOLE
0
0
3166
CIGNA CORP NEW
COM
125523100
460
2005
SH
SOLE
0
0
2005
CINTAS CORP
COM
172908105
231
521
SH
SOLE
0
0
521
CISCO SYS INC
COM
17275R102
528
8338
SH
SOLE
0
0
8338
CITIGROUP INC
COM NEW
172967424
273
4523
SH
SOLE
0
0
4523
CME GROUP INC
COM
12572Q105
251
1085
SH
SOLE
0
0
1085
COCA COLA CO
COM
191216100
269
4542
SH
SOLE
0
0
4542
COMCAST CORP NEW
CL A
20030N101
751
14918
SH
SOLE
0
0
14918
CONSENSUS CLOUD SOLUTIONS IN
COM
20848V105
1656
28619
SH
SOLE
0
0
28619
CONSOLIDATED EDISON INC
COM
209115104
237
2777
SH
SOLE
0
0
2777
CORNING INC
COM
219350105
218
5865
SH
SOLE
0
0
5865
COSTCO WHSL CORP NEW
COM
22160K105
314
553
SH
SOLE
0
0
553
CROWN CASTLE INTL CORP NEW
COM
22822V101
255
1223
SH
SOLE
0
0
1223
CVS HEALTH CORP
COM
126650100
402
3898
SH
SOLE
0
0
3898
DANAHER CORPORATION
COM
235851102
464
1408
SH
SOLE
0
0
1408
DEERE & CO
COM
244199105
389
1132
SH
SOLE
0
0
1132
DISNEY WALT CO
COM
254687106
348
2246
SH
SOLE
0
0
2246
ECOLAB INC
COM
278865100
281
1197
SH
SOLE
0
0
1197
EDWARDS LIFESCIENCES CORP
COM
28176E108
239
1845
SH
SOLE
0
0
1845
EMERSON ELEC CO
COM
291011104
383
4116
SH
SOLE
0
0
4116
EQUITY RESIDENTIAL
SH BEN INT
29476L107
227
2487
SH
SOLE
0
0
2487
EXPEDIA GROUP INC
COM NEW
30212P303
230
1271
SH
SOLE
0
0
1271
EXXON MOBIL CORP
COM
30231G102
214
3503
SH
SOLE
0
0
3503
FIDELITY NATL INFORMATION SV
COM
31620M106
233
2131
SH
SOLE
0
0
2131
FIFTH THIRD BANCORP
COM
316773100
315
7180
SH
SOLE
0
0
7180
FISERV INC
COM
337738108
217
2090
SH
SOLE
0
0
2090
FS KKR CAP CORP
COM
302635206
352
16307
SH
SOLE
0
0
16307
GARTNER INC
COM
366651107
233
698
SH
SOLE
0
0
698
GENERAL MLS INC
COM
370334104
240
3555
SH
SOLE
0
0
3555
GENMAB A/S
SPONSORED ADS
372303206
361
9120
SH
SOLE
0
0
9120
GILEAD SCIENCES INC
COM
375558103
242
3332
SH
SOLE
0
0
3332
GOLDMAN SACHS ETF TR
JUST US LRG CP
381430396
1765
25845
SH
SOLE
0
0
25845
GOLDMAN SACHS GROUP INC
COM
38141G104
375
981
SH
SOLE
0
0
981
HALLIBURTON CO
COM
406216101
359
15707
SH
SOLE
0
0
15707
HILTON WORLDWIDE HLDGS INC
COM
43300A203
229
1471
SH
SOLE
0
0
1471
HOME DEPOT INC
COM
437076102
556
1340
SH
SOLE
0
0
1340
ICICI BANK LIMITED
ADR
45104G104
370
18710
SH
SOLE
0
0
18710
IDEXX LABS INC
COM
45168D104
1375
2088
SH
SOLE
0
0
2088
IHS MARKIT LTD
SHS
G47567105
330
2482
SH
SOLE
0
0
2482
INTEL CORP
COM
458140100
611
11871
SH
SOLE
0
0
11871
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
258
1890
SH
SOLE
0
0
1890
INTERNATIONAL BUSINESS MACHS
COM
459200101
330
2471
SH
SOLE
0
0
2471
INTUIT
COM
461202103
468
728
SH
SOLE
0
0
728
INTUITIVE SURGICAL INC
COM NEW
46120E602
364
1012
SH
SOLE
0
0
1012
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
942
5488
SH
SOLE
0
0
5488
INVESCO QQQ TR
UNIT SER 1
46090E103
475
1193
SH
SOLE
0
0
1193
IQVIA HLDGS INC
COM
46266C105
209
739
SH
SOLE
0
0
739
ISHARES TR
CORE MSCI EAFE
46432F842
433
5798
SH
SOLE
0
0
5798
ISHARES TR
CORE S&P MCP ETF
464287507
306
1080
SH
SOLE
0
0
1080
ISHARES TR
CORE S&P500 ETF
464287200
2244
4704
SH
SOLE
0
0
4704
ISHARES TR
MSCI KLD400 SOC
464288570
4854
52237
SH
SOLE
0
0
52237
ISHARES TR
RUSSELL 2000 ETF
464287655
3191
14345
SH
SOLE
0
0
14345
ISHARES TR
RUSSELL 3000 ETF
464287689
31543
113668
SH
SOLE
0
0
113668
ISHARES TR
S&P 100 ETF
464287101
18920
86343
SH
SOLE
0
0
86343
JOHNSON & JOHNSON
COM
478160104
1835
10726
SH
SOLE
0
0
10726
JOHNSON CTLS INTL PLC
SHS
G51502105
294
3596
SH
SOLE
0
0
3596
JPMORGAN CHASE & CO
COM
46625H100
710
4484
SH
SOLE
0
0
4484
KEYCORP
COM
493267108
213
9210
SH
SOLE
0
0
9210
KIMBERLY-CLARK CORP
COM
494368103
298
2067
SH
SOLE
0
0
2067
KROGER CO
COM
501044101
291
6425
SH
SOLE
0
0
6425
LAM RESEARCH CORP
COM
512807108
286
397
SH
SOLE
0
0
397
LAUDER ESTEE COS INC
CL A
518439104
228
615
SH
SOLE
0
0
615
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
586
68189
SH
SOLE
0
0
68189
LILLY ELI & CO
COM
532457108
618
2236
SH
SOLE
0
0
2236
LOCKHEED MARTIN CORP
COM
539830109
703
1978
SH
SOLE
0
0
1978
LOWES COS INC
COM
548661107
260
1005
SH
SOLE
0
0
1005
MARSH & MCLENNAN COS INC
COM
571748102
377
2168
SH
SOLE
0
0
2168
MASTERCARD INCORPORATED
CL A
57636Q104
1527
4250
SH
SOLE
0
0
4250
MCCORMICK & CO INC
COM NON VTG
579780206
207
2137
SH
SOLE
0
0
2137
MCDONALDS CORP
COM
580135101
466
1739
SH
SOLE
0
0
1739
MEDTRONIC PLC
SHS
G5960L103
413
3970
SH
SOLE
0
0
3970
MELCO RESORTS AND ENTMNT LTD
ADR
585464100
211
20750
SH
SOLE
0
0
20750
MERCK & CO INC
COM
58933Y105
573
7416
SH
SOLE
0
0
7416
META PLATFORMS INC
CL A
30303M102
1849
5497
SH
SOLE
0
0
5497
METLIFE INC
COM
59156R108
230
3673
SH
SOLE
0
0
3673
MICRON TECHNOLOGY INC
COM
595112103
376
4031
SH
SOLE
0
0
4031
MICROSOFT CORP
COM
594918104
4631
13769
SH
SOLE
0
0
13769
MOODYS CORP
COM
615369105
255
654
SH
SOLE
0
0
654
MORGAN STANLEY
COM NEW
617446448
473
4818
SH
SOLE
0
0
4818
MSCI INC
COM
55354G100
214
350
SH
SOLE
0
0
350
NETFLIX INC
COM
64110L106
332
551
SH
SOLE
0
0
551
NEXTERA ENERGY INC
COM
65339F101
228
2446
SH
SOLE
0
0
2446
NIKE INC
CL B
654106103
616
3693
SH
SOLE
0
0
3693
NVIDIA CORPORATION
COM
67066G104
1818
6182
SH
SOLE
0
0
6182
OPTIMIZERX CORP
COM NEW
68401U204
634
10200
SH
SOLE
0
0
10200
ORACLE CORP
COM
68389X105
434
4973
SH
SOLE
0
0
4973
OXFORD LANE CAP CORP
COM
691543102
258
33437
SH
SOLE
0
0
33437
PAYCHEX INC
COM
704326107
219
1602
SH
SOLE
0
0
1602
PAYPAL HLDGS INC
COM
70450Y103
578
3063
SH
SOLE
0
0
3063
PEPSICO INC
COM
713448108
843
4827
SH
SOLE
0
0
4827
PFIZER INC
COM
717081103
526
8908
SH
SOLE
0
0
8908
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
423
45275
SH
SOLE
0
0
45275
PNC FINL SVCS GROUP INC
COM
693475105
317
1579
SH
SOLE
0
0
1579
PROCTER AND GAMBLE CO
COM
742718109
450
2748
SH
SOLE
0
0
2748
PROLOGIS INC.
COM
74340W103
372
2212
SH
SOLE
0
0
2212
PRUDENTIAL FINL INC
COM
744320102
323
2984
SH
SOLE
0
0
2984
QUALCOMM INC
COM
747525103
578
3161
SH
SOLE
0
0
3161
QUANTA SVCS INC
COM
74762E102
244
2126
SH
SOLE
0
0
2126
REGENERON PHARMACEUTICALS
COM
75886F107
234
371
SH
SOLE
0
0
371
REGIONS FINANCIAL CORP NEW
COM
7591EP100
231
10494
SH
SOLE
0
0
10494
ROCKWELL AUTOMATION INC
COM
773903109
232
666
SH
SOLE
0
0
666
S&P GLOBAL INC
COM
78409V104
396
840
SH
SOLE
0
0
840
SALESFORCE COM INC
COM
79466L302
658
2590
SH
SOLE
0
0
2590
SCHWAB CHARLES CORP
COM
808513105
362
4306
SH
SOLE
0
0
4306
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
333
2925
SH
SOLE
0
0
2925
SERVICENOW INC
COM
81762P102
277
426
SH
SOLE
0
0
426
SHERWIN WILLIAMS CO
COM
824348106
264
751
SH
SOLE
0
0
751
SLR INVESTMENT CORP
COM
83413U100
213
11310
SH
SOLE
0
0
11310
SPDR S&P 500 ETF TR
TR UNIT
78462F103
140207
294184
SH
SOLE
0
0
294184
SYSCO CORP
COM
871829107
253
3226
SH
SOLE
0
0
3226
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
391
3234
SH
SOLE
0
0
3234
TARGET CORP
COM
87612E106
359
1549
SH
SOLE
0
0
1549
TCW STRATEGIC INCOME FD INC
COM
872340104
360
60220
SH
SOLE
0
0
60220
TESLA INC
COM
88160R101
1086
1028
SH
SOLE
0
0
1028
TEXAS INSTRS INC
COM
882508104
235
1249
SH
SOLE
0
0
1249
THERMO FISHER SCIENTIFIC INC
COM
883556102
783
1173
SH
SOLE
0
0
1173
TJX COS INC NEW
COM
872540109
338
4452
SH
SOLE
0
0
4452
T-MOBILE US INC
COM
872590104
275
2368
SH
SOLE
0
0
2368
TRUIST FINL CORP
COM
89832Q109
225
3837
SH
SOLE
0
0
3837
UNION PAC CORP
COM
907818108
200
795
SH
SOLE
0
0
795
UNITEDHEALTH GROUP INC
COM
91324P102
933
1859
SH
SOLE
0
0
1859
US BANCORP DEL
COM NEW
902973304
297
5249
SH
SOLE
0
0
5249
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
479
2281
SH
SOLE
0
0
2281
VANGUARD INDEX FDS
MID CAP ETF
922908629
12968
50902
SH
SOLE
0
0
50902
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
182833
418794
SH
SOLE
0
0
418794
VANGUARD INDEX FDS
SMALL CP ETF
922908751
396
1754
SH
SOLE
0
0
1754
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1041
4311
SH
SOLE
0
0
4311
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
732
3344
SH
SOLE
0
0
3344
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
997
11097
SH
SOLE
0
0
11097
VANGUARD STAR FDS
VG TL INTL STK F
921909768
393
6177
SH
SOLE
0
0
6177
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1410
27619
SH
SOLE
0
0
27619
VERISK ANALYTICS INC
COM
92345Y106
206
902
SH
SOLE
0
0
902
VERIZON COMMUNICATIONS INC
COM
92343V104
766
14751
SH
SOLE
0
0
14751
VISA INC
COM CL A
92826C839
998
4607
SH
SOLE
0
0
4607
WALMART INC
COM
931142103
223
1538
SH
SOLE
0
0
1538
WEYERHAEUSER CO MTN BE
COM NEW
962166104
248
6020
SH
SOLE
0
0
6020
ZIFF DAVIS INC
COM
48123V102
12290
110857
SH
SOLE
0
0
110857
ZOETIS INC
CL A
98978V103
381
1562
SH
SOLE
0
0
1562