Teodor
Tanjala

Woodbury Financial Services, Inc

CRD#1914204
Investment Advisor
in Manhasset, NY

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About this Advisor

Teodor Tanjala is a financial advisor who works in Manhasset, New York with 2 years of relevant experience. Tanjala is currently employed by Woodbury Financial Services, Inc. Tanjala has gained experience at Santander Bank, Na, Santander Securities, LLC and Woodbury Financial Services Inc. Tanjala maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in New York. Woodbury Financial Services, Inc is a financial advisory business operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 employees. It has $19 billion in assets among its 101,950 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. Woodbury Financial Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which services the firm provides the client. Fees charged by Woodbury Financial Services, Inc can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1615 Northern Blvd Suite 305
Manhasset, NY 11030

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

NY Average: $5,289,111,388
Total Number of Employees

3,002

NY Average: 157
Total Number of Accounts

101,950

NY Average: 8,262
Average Account Size

$189,097

NY Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Teodor Tanjala Work History

Teodor has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Woodbury Financial Services Inc

2012 - 2020 (8 years)

Santander Securities, LLC

2006 - 2020 (14 years)

Santander Bank, Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Teodor Tanjala 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 Woodbury Financial Services, Inc

Kimberly Sartor
Center, TX
Gregory Casper
Sheboygan, WI
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Miranda Bonde
Green Bay, WI
Richard Keel
Tulsa, OK
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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