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Keith Richard Telesca

Equity Investment Corp.

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About Keith Richard Telesca

Keith Telesca is a financial advisor with Equity Investment Corp., with over 20 years of experience in the financial services industry. Keith has worked with various firms throughout his career, including Midamerica Financial Services, Inc. and Samuels Chase & Co., Inc. Keith has Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Keith specializes in providing financial advice to individuals, businesses, and investment companies. Keith has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Keith Telesca is currently registered with Equity Investment Corp.. Equity Investment Corp. is an investment advisor registered with the SEC. The firm, headquartered in Atlanta, GA, manages approximately $2.65 billion in assets for various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. They offer portfolio management services for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Equity Investment Corp.

1776 PEACHTREE STREET NW

ATLANTA, GA 30309

$2.65B

Assets Under Management

10

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Telesca’s Registration & Firm History

PA

10/03/2016 - Present

Equity Investment Corp. (Villanova PA)

MO

08/25/2010 - 06/07/2012

MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)

CA

05/13/2008 - 08/19/2010

SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)

NC

07/12/2005 - 05/09/2008

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NJ

06/12/2002 - 12/03/2004

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

06/12/2001 - 04/01/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

08/30/2000 - 06/21/2001

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 09/22/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Richard Telesca.
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