Teddy
Lellos

Joseph Gunnar & Co. LLC

CRD#1955971
Investment Advisor
in Uniondale, NY

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About this Advisor

Teddy Lellos is a financial advisor based in Uniondale, New York, working with Joseph Gunnar & Co. LLC. Teddy has previously held a position at Joseph Gunnar & Co. LLC Dba Lellos Wealth Management. Teddy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, District of Columbia, Louisiana, New Jersey, New York, Pennsylvania, and Texas. Currently, Teddy is part of Joseph Gunnar & Co. LLC, which operates out of Uniondale, New York. The firm has 6 offices and 60 employees. The firm manages assets totaling $31.0 million and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Joseph Gunnar & Co. LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

1000 Rxr Plaza
Uniondale, NY 11556

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Joseph Gunnar & Co. LLC Brokerage Details

Total Assets Under Management

$31,018,138

NY Average: $7,464,549,021
Total Number of Employees

60

NY Average: 88
Total Number of Accounts

78

NY Average: 3,892
Average Account Size

$397,668

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Teddy Lellos Work History

2012 - Present (12 years)

Joseph Gunnar & Co. LLC Dba Lellos Wealth Management

Disclosures

Please visit the SEC profile of Teddy Lellos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Joseph Gunnar & Co., LLC

Dominic Doria
New York, NY
Robert Dornan
Uniondale, NY
Vincent Miscioscia
Uniondale, NY
Anthony Coleman
Uniondale, NY
Teddy Lellos
Uniondale, NY
Alain Tripeau
New York, NY
Michael Wagner
Uniondale, NY
Stephen Marek
Uniondale, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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