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Teddy Lellos

Joseph Gunnar & Co. LLC

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About Teddy Lellos

Teddy Lellos is a Registered Representative and Investment Advisor Representative. Teddy has been in the securities industry since 1990 and is currently registered with Joseph Gunnar & Co. LLC. Teddy has a diverse background, having worked with a number of firms throughout their career including National Securities Corporation, Sterling Financial Investment Group, Inc., Galleon Merchant Banking, Inc., Weatherly Securities Corporation, JWGenesis Financial Services, Inc., Gruntal & Co. Incorporated, Josephthal Lyon & Ross Incorporated, Global Capital Securities, Inc. and J. T. Moran & Co., Inc. Teddy specializes in providing investment advice and portfolio management for individuals and select other advisers.

Firm Information

Teddy Lellos is currently registered with Joseph Gunnar & Co. LLC. Joseph Gunnar & Co. LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm, founded in 1997, is headquartered in Uniondale, New York and provides portfolio management services for individuals and selects other advisers. They are registered to offer wrap fee programs and have reported 5 regulatory events and 12 arbitration disclosures.
Joseph Gunnar & Co. LLC

1000 RXR PLAZA

UNIONDALE, NY 11556

$31.02M

Assets Under Management

Not reported

Total Clients

36

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Share in fees paid to tpmms

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Teddy Lellos’s Registration & Firm History

NY

03/06/2017 - Present

Joseph Gunnar & Co. LLC (UNIONDALE NY)

NJ

08/19/2005 - 04/05/2012

NATIONAL SECURITIES CORPORATION (RAMSEY NJ)

FL

09/17/2002 - 09/09/2005

STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)

FL

08/19/2002 - 09/23/2002

GALLEON MERCHANT BANKING, INC. (DELRAY BEACH FL)

NY

12/11/2000 - 09/06/2002

WEATHERLY SECURITIES CORPORATION (NEW YORK NY)

MO

06/19/1998 - 05/25/2000

JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)

NY

02/16/1996 - 07/15/1998

WEATHERLY SECURITIES CORPORATION (NEW YORK NY)

NY

04/28/1992 - 01/19/1996

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

02/06/1991 - 07/30/1992

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NA

01/31/1990 - 01/30/1991

GLOBAL CAPITAL SECURITIES, INC.

NA

11/21/1989 - 01/27/1990

J. T. MORAN & CO., INC.

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Licenses & Designations

IA

Issued 05/02/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2002

Series 24 - General Securities Principal Examination

BC

Issued 12/16/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Teddy Lellos. Review regulatory record here.
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