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William David Teskoski

Newoak Capital Markets LLC

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About William David Teskoski

William Teskoski is a securities professional with over 25 years of experience in the financial services industry. William has held positions at several prominent firms, including Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Aon Securities Corporation, and Guggenheim Securities, LLC. Currently, William is registered with Newoak Capital Markets LLC. William holds Series 7, 7TO, 52 and SIE licenses. William is currently registered in Illinois.

Firm Information

William Teskoski is currently registered with Newoak Capital Markets LLC. Newoak Capital Markets LLC is a Limited Liability Company formed on December 30, 1999. The firm is registered in nine states: California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, and Texas. It also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

4

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.

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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William Teskoski’s Registration & Firm History

NY

03/24/2021 - Present

Newoak Capital Markets LLC (NEW YORK NY)

IL

03/08/2010 - 02/22/2011

GUGGENHEIM SECURITIES, LLC (CHICAGO IL)

IL

01/25/1999 - 03/12/2008

AON SECURITIES CORPORATION (CHICAGO IL)

IL

02/25/1998 - 10/30/1998

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

NY

03/01/1996 - 07/28/1997

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

02/28/1989 - 03/22/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

12/18/1984 - 03/01/1989

ILLINOIS COMPANY INVESTMENTS, INC.

NA

05/27/1983 - 01/07/1985

THE DUNRAVEN COMPANY

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Licenses & Designations

BC

Issued 04/15/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

BC

Issued 05/20/1983

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William David Teskoski.
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