Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
335 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
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Location

100 Wall Street, Suite 804, New York, NY, 10005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kelleher Financial Advisors, LLC
April 2025 - Present · 10 mos
Wall Street AccessBroker
April 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley
April 2024 - April 2025 · 1 yr
Morgan StanleyBroker
August 2022 - April 2025 · 2 yrs 8 mos
MML Investors Services, LLCBroker
November 2019 - November 2020 · 1 yr
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.