Teneo Securities LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
151256
Registered since
March 16, 2010

Firm profile

FINTRX

Overview

Teneo Securities LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is recorded as SEC-registered since 2010 and shows ownership described as a combination of a foreign entity and an individual. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser. The dataset does not provide details on fee arrangements, specific business or advisory activities, or the makeup of its client base.

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

1 of 1
  • Steven Sullivan

    Steven Sullivan

    CFOCRD 5162216

Contacts

3 of 27
  • Lisa Friedman

    Lisa Friedman

    Senior Managing DirectorCRD 5175262

  • Alyssa Scotti

    Alyssa Scotti

    Senior DirectorCRD 7188997

  • Spencer Weinhoff

    Spencer Weinhoff

    AnalystCRD 7387871

Unlock 24 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
280 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth