Telsey Advisory Group LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 148234
- Registered since
- March 9, 2009
- Website
- www.telseygroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Amy Napolitano
Chief Compliance OfficerCRD 4024302

Jerry Arzu
Chief Operating OfficerCRD 3024670

Dana Telsey
CEO and Chief Research OfficerCRD 1289497
Contacts
3 of 21Chad Roosth
Vice President, Investment BankingCRD 5845781
Omid Mohaghegh
TraderCRD 3060862

Steven Willis
Registered RepresentativeCRD 1581126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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