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 dataset as an investment bank. Ownership is reported as a combination of a domestic entity and one or more individuals. The firm is not identified as a capital allocator and is not flagged as an active ESG investor in the available snapshot. The firm has provided minimal public detail about its specific business lines, client segments, or advisory activities in the dataset.
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
Dana Telsey
CEO and Chief Research OfficerCRD 1289497
Jerry Arzu
Chief Operating OfficerCRD 3024670
Amy Napolitano
Chief Compliance OfficerCRD 4024302
Contacts
3 of 21
David Smith
Managing DirectorCRD 1141964
Steven Willis
Registered RepresentativeCRD 1581126
Mark Choi
Equity TradingCRD 2314862
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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