Telsey Advisory Group LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
148234
Registered since
March 9, 2009

Firm profile

FINTRX

Overview

Telsey Advisory Group LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is listed as SEC-registered in 2009 and is owned by a combination of a domestic entity and an individual. The profile does not identify any client-facing advisory activities, and the firm is not flagged as a capital allocator. The data indicates a narrow regulatory/operational footprint: Telsey Advisory Group is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and is not marked as a related adviser. There is limited disclosure about business lines or client segments in the provided material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Amy Napolitano

    Amy Napolitano

    Chief Compliance OfficerCRD 4024302

  • Jerry Arzu

    Jerry Arzu

    Chief Operating OfficerCRD 3024670

  • Dana Telsey

    Dana Telsey

    CEO and Chief Research OfficerCRD 1289497

Contacts

3 of 21
  • Chad Roosth

    Vice President, Investment BankingCRD 5845781

  • Omid Mohaghegh

    TraderCRD 3060862

  • Steven Willis

    Steven Willis

    Registered RepresentativeCRD 1581126

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
555 Fifth Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth