Teddy
Lellos

Joseph Gunnar & Co. LLC

CRD#1955971
Investment Advisor
in New York, NY
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About this Advisor

Teddy Lellos is an investment advisor in New York, New York. Currently a registered advisor with Joseph Gunnar & Co. LLC, Lellos has 13 years of work experience. Lellos has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Lellos is able to advise investors in California, Texas, Washington, D.C. and New Jersey. Throughout their career, Lellos has worked at National Securities Corporation, National Asset Management, Inc and Joseph Gunnar & Co. LLC Dba Lellos Wealth Management. Joseph Gunnar & Co. LLC is located in New York, New York. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

30 Broad Street 11Th Floor
New York, NY 10004

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Joseph Gunnar & Co. LLC Brokerage Details

Total Assets Under Management

$18,507,572

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

62

NY Average: 88
Total Number of Accounts

69

NY Average: 3,892
Average Account Size

$268,226

NY Average: $1,917,921

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Investment Advisory Services

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

Teddy Lellos Work History

Teddy has 13 years of experience.

2012 - Present (7 years)

Joseph Gunnar & Co. LLC Dba Lellos Wealth Management

2009 - 2012 (3 years)

National Asset Management, Inc

2005 - 2012 (7 years)

National Securities Corporation

Disclosures

Teddy Lellos has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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