Teneo Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
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 as an investment bank. Ownership is split between a foreign entity and an individual, and the firm does not operate as a capital allocator. Public information indicates it does not market itself as an ESG-focused investor, nor as a multi-state or pension consulting adviser. It is also not identified as a related adviser and is not described as newly formed. Available records provide only a brief profile of the firm's scope and activities; they do not present typical RIA attributes such as client counts, fee schedules, or detailed advisory services. The available descriptors are consistent with a firm oriented toward investment-banking services rather than retail wealth management or institutional asset allocation.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Steven Sullivan

    Steven Sullivan

    CFOCRD 5162216

Contacts

3 of 26
  • Michael Wise

    Michael Wise

    Senior Managing DirectorCRD 1875743

  • Gary Polkowitz

    Gary Polkowitz

    Senior Managing DirectorCRD 2866014

  • Stephen Landry

    Stephen Landry

    Senior Managing DirectorCRD 3067791

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth