Regulatory Disclosures

Geller is the marketing name of Geller & Company LLC, Geller Advisors LLC, Geller Tax LLC, and G Client Services LLC. The Geller logo is the trademark of Geller & Company and its subsidiaries and affiliates. Other featured words or symbols, used to identify the source of goods and services, may be the trademarks of their respective owners.

The Geller group of companies consist of affiliated entities that provide a variety of services to clients. Investment advisory services are provided by Geller Advisors LLC.

Geller Advisors LLC is an SEC registered investment adviser, located in New York, New York. This registration does not imply any skill or training. Geller Advisors LLC may only transact business in states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Information regarding investment products and services are provided solely to read about Geller Advisors LLC’s investment philosophy. The website (“Website”) is limited to the dissemination of general information regarding Geller Advisors LLC’s advisory services and should not be used or considered as, and does not constitute, an offer to sell or the solicitation of any offer to buy any securities or financial instruments or to provide any investment service or investment advice in any jurisdiction. Geller Advisors LLC’s provides no advice or recommendations with respect to the use of the Website, nor do the contents of the Website constitute legal, tax or accounting advice or advice regarding the suitability or profitability of any transaction or investment.

Information contained in this website is the opinion of Geller. Certain of the information contained on the Website may not be suitable for everyone and may be derived from external sources that are not affiliated with Geller Advisors LLC. While Geller Advisors LLC believes these sources to be reputable, Geller Advisors LLC does not endorse or recommend the information provided by such parties and makes no representation or guarantee as to the accuracy, timeliness, suitability, completeness or relevance of the information prepared by an unaffiliated third-party. Geller Advisors LLC shall not be liable for any damage or loss caused by or in connection with the use of or reliance upon any such information. Geller Advisors LLC is not responsible for the content of off-site pages or any other site linked or linking to the website. Geller Advisors LLC makes no representations whatsoever about the opinions of any third party appearing on a linked site, neither regularly monitors nor has control over the contents of such sites, and does not endorse, and disclaims all responsibility for, the content of such statements or websites.

Detailed information pertaining to Geller Advisors LLC’s qualification, business operations, fees and service offerings can be found in the firm’s Disclosure Brochure which appears as Part 2A of Geller Advisors LLC’s Form ADV. Additional information about Geller Advisors LLC, as well as the current version of the Disclosure Brochure is available on the Investment Advisor Public Disclosure website which is operated by the U.S. Securities and Exchange Commission, www.adviserinfo.sec.gov.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Geller Advisors LLC) or product made reference to directly or indirectly by Geller Advisors LLC on the Website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

In no event will Geller Advisors LLC be liable for any damages, or for repairs or corrections that must be performed, to or on your computer, person or other property, including, without limitation, direct or indirect, special, incidental, or consequential damages, losses or expenses arising in connection with the Website or use thereof or the inability by any party to use such site, or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure, even if Geller Advisors LLC, or representatives thereof, are advised of the possibility of such damages, losses or expenses. Because some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, in such jurisdictions liability is limited to the fullest extent permitted by applicable law. If you are dissatisfied with any portion of the Website, or with any of these terms, your sole and exclusive remedy is to discontinue using the Website.

Rankings and Awards

Third party rankings, awards listings and/or recognition by unaffiliated third party rating services and/or publications (together, “rankings”) should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Geller Advisors LLC (“Geller Advisors”) is engaged, or continues to be engaged, to provide investment advisory services, or tax, CFO or cyber advisory services, nor should it be construed as a current or past endorsement of the Geller Advisors by an of its clients. Third-party rankings and recognition from ratings services and publications do not guarantee future investment success. Working with a highly-rated investment adviser also does not ensure that a client or prospective client will experience a higher level of performance. Generally, but not always, ratings, rankings and recognition are based on information provided by Geller Advisers to be considered for the award, and Geller Advisors does not pay an application fee to participate.

Ranking are provided for informational purposes only and should not be used for the sole basis for engaging Geller Advisors for investment advisory or, tax, CFO or cyber advisory services. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings or awards via the website of the publication and/or organization granting such recognition.