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CFP

Keith Telesca

Equity Investment CORP
25 Years of Experience
Villanova, PA
Broker
View SEC Summary
View SEC Summary

Keith Telesca is a CFP-designated registered investment advisor at Equity Investment CORP, based in Villanova, PA, with 25 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B in assets under management.

Equity Investment CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
6,761 clients
Average Client Portfolio
$519K average
Assets Under Management
$3.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Villanova, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Keith is a Senior Director at Equity Investment Corporation, dedicating full-time hours to this role. He also serves on the Board of Directors/Asst. Commissioner for Lower Merion Little League, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 10 yrs
Foreside Funds Distributors LLC
June 2012 - Present · 14 yrs 4 mos
Foreside Funds Distributors LLCBroker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Jfb Holdings CORP
July 2012 - October 2017 · 5 yrs 3 mos
Midamerica Financial Services, INC.Broker
August 2010 - June 2012 · 1 yr 10 mos
Compass Advisory Group, LLC
July 2008 - December 2009 · 1 yr 5 mos
Samuels Chase & CO., INC.Broker
May 2008 - August 2010 · 2 yrs 3 mos
Evergreen Investment Services, INC.Broker
July 2005 - May 2008 · 2 yrs 10 mos
Prudential Investments LLC
November 2002 - December 2004 · 2 yrs 1 mo
Prudential Investment Management Services LLCBroker
June 2002 - December 2004 · 2 yrs 6 mos
Prudential Securities IncorporatedBroker
June 2001 - April 2002 · 10 mos
Prudential Investment Management Services LLCBroker
August 2000 - June 2001 · 10 mos
State Registrations9 states
DCDEGAMDNJPATXVAWV
AdvisorBroker

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.

Exams
No exam information available for this advisor.
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