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William Prescott Bush

Geller Advisors LLC

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About William Prescott Bush

William Prescott Bush is a Registered Investment Advisor (RIA) and is currently working at Geller Advisors LLC and Corient. William Prescott Bush is registered with FINRA, and holds Series 63, 65, 7, 9, and 10 securities licenses. William Prescott Bush has been working in the financial services industry for over 10 years. William Prescott Bush's current firm, Geller Advisors LLC, is a financial advisory firm that offers financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and investment companies. William Prescott Bush's experience and qualifications make him a valuable asset to any client seeking financial advice.

Firm Information

William Bush 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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William Bush’s Registration & Firm History

NY

08/27/2021 - Present

Geller Advisors LLC (NEW YORK NY)

FL

12/23/2011 - 05/13/2019

J.P. MORGAN SECURITIES LLC (PALM BEACH FL)

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Licenses & Designations

IA

Issued 04/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/12/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Prescott Bush.
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