Teddy Lellos
Teddy Lellos is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 35 years of industry experience. Teddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
590 Madison Avenue, 28th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1998Other Business Activities
Teddy is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC since 2013. He dedicates minimal time to this investment-related business, with potential contingent compensation.
Employment History
Current Registrations
A.G.P. / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
Previous Registrations
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLCBroker
Joseph Gunnar & CO., LLC
National Asset Management, INC.
National Securities CorporationBroker
Sterling Financial Investment Group, INC.Broker
Galleon Merchant Banking, INC.Broker
Weatherly Securities CorporationBroker
Jwgenesis Financial Services, INC.Broker
Weatherly Securities CorporationBroker
Gruntal & CO. IncorporatedBroker
Josephthal Lyon & Ross IncorporatedBroker
Global Capital Securities, INC.Broker
J. T. Moran & CO., INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.