Kelleher Financial Advisors

Kelleher Financial Advisors

Kelleher Financial Advisors was founded in 1990 by Denis P. Kelleher. The firm grew from his establishment of the Wall Street Access brokerage platform. Sean Kelleher and Colleen Kelleher Sorrentino now serve as managing directors. The wealth originated in securities brokerage and related financial services. The firm allocates across fund of funds, hedge funds, private equity, real estate and private credit. It engages third-party managers rather than direct new-issue participation. Confirmed public equity positions include iShares Core S&P 500 ETF valued near $46.8 million, Berkshire Hathaway Class A shares near $43 million and Microsoft near $17.3 million as of late 2025 filings. Geographic focus centers on North America with additional exposure through U.S.-listed holdings. The firm employs three professionals. It maintains its principal office at 100 Wall Street in New York. Adjacent vehicles include St. Brendan's American Foundation and The Staten Island Foundation. In May 2025 the firm participated as a speaker at Advisor Perspectives Virtual Events on strategies for investing in turbulent markets. Ownership of Wall Street Access as a 100 percent held operating business creates a hybrid structure that combines advisory services with brokerage infrastructure. This integration supports estate structuring and tax-efficient planning for generational clients without reliance on external broker platforms.