JT
JT

Joseph R Tedeschi

21 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
2,794 clients
Average Client Portfolio
$460K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

725 Glen Cove Ave, Glen Head, NY, 11545

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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

Joseph is a 50% owner of Primo Property Development, involved in fixing and selling homes, dedicating a few hours per week. He is also a manager and part owner (35%) of 384 Locust St, LLC, handling expenses and rental deposits, which requires minimal time.

Employment History
Current Registrations
Tsa Management INC
January 2020 - Present · 6 yrs 1 mo
Halliday Financial, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Tsa Management INC
May 2017 - December 2019 · 2 yrs 7 mos
Aegis Capital CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
Aegis Capital CORP.
April 2010 - October 2012 · 2 yrs 6 mos
Gunnallen Financial, INCBroker
February 2010 - March 2010 · 1 mo
Gunnallen Financial, INC
February 2010 - March 2010 · 1 mo
Chase Investment Services CORP.
November 2008 - January 2010 · 1 yr 2 mos
Chase Investment Services CORP.Broker
November 2008 - January 2010 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - September 2008 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2007 - September 2008 · 1 yr 3 mos
UBS Financial Services INC.Broker
February 2007 - May 2007 · 3 mos
American Capital Partners, LLCBroker
September 2003 - January 2007 · 3 yrs 4 mos
State Registrations20 states
AZCACOCTDCFLGALAMAMDMEMINCNHNJNVNYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph R Tedeschi - Financial Advisor | TrueAdvisor