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Tesa Brooke Williamson

Doyenne Wealth Advisors

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About Tesa Brooke Williamson

Tesa Brooke Williamson is an investment advisor representative with Doyenne Wealth Advisors. Tesa has been in the financial services industry since 2003. Tesa specializes in financial planning, portfolio management for individuals, and the selection of other advisors. Tesa is registered with the state of Illinois and Ohio.

Firm Information

Tesa Williamson is currently registered with Doyenne Wealth Advisors. Doyenne Wealth Advisors is an investment advisory firm based in Chicago, Illinois. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $1.7 billion in assets for 764 accounts. Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Doyenne Wealth Advisors

227 W MONROE STREET

CHICAGO, IL 60606

$1.71B

Assets Under Management

13

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Tesa Williamson’s Registration & Firm History

IL

05/19/2022 - Present

Doyenne Wealth Advisors (CHICAGO IL)

OH

04/13/2011 - 10/01/2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (WESTERVILLE OH)

IL

01/30/2008 - 03/31/2011

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

IL

05/29/2007 - 02/04/2008

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

IL

06/18/2004 - 05/29/2007

CITICORP INVESTMENT SERVICES (CHICAGO IL)

MN

09/17/2003 - 03/16/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/17/2003 - 12/02/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 07/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tesa Brooke Williamson.
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