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Tom Daniel Telford

Clsa Americas, LLC

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About Tom Daniel Telford

Tom Daniel Telford is a licensed Series 16 registered representative at Clsa Americas, LLC. Tom has been in the industry since July 23, 2020. Clsa Americas, LLC is an investment advisor with a focus on providing research product and arrangement and referral services to other investment advisers. The firm has approximately 119 clients.

Firm Information

Tom Telford is currently registered with Clsa Americas, LLC. Clsa Americas, LLC is a Limited Liability Company formed on August 15, 2012. The firm is registered as an investment adviser in 53 states and the District of Columbia. Clsa Americas, LLC provides referrals to others, research product & arrangement and referral services. The firm has 117 clients that are other investment advisers.

Not reported

Assets Under Management

119

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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referrals to others; research product & arrangement and referral service

Referrals to others; research product & arrangement and referral service

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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commissions

Earned based on transactions or products sold.

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other

Negotiated rates for research product

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Tom Telford’s Registration & Firm History

NY

07/24/2020 - Present

Clsa Americas, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/23/2020

Series 16 - NYSE Supervisory Analyst Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Tom Daniel Telford.
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