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Jonathan Miller McNitt

Geller Advisors LLC

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About Jonathan Miller McNitt

Jonathan McNitt is a Certified Financial Planner with experience in the financial services industry. Jonathan McNitt currently works at Geller Advisors LLC and Corient. Jonathan McNitt has been registered with the state of New York since 2023. Jonathan McNitt has specialized in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Jonathan McNitt is currently registered with Geller Advisors LLC. Geller Advisors LLC is an investment advisor based in NEW YORK, NY. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Geller Advisors LLC manages approximately $5.91 billion in assets for 797 clients, including high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.
Geller Advisors LLC

909 THIRD AVENUE

NEW YORK, NY 10022

$5.91B

Assets Under Management

5

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan McNitt’s Registration & Firm History

NY

10/23/2023 - Present

Geller Advisors LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Miller McNitt.
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