Unclaimed Profile

Dean Christopher Tellone

TELLONE MANAGEMENT GROUP INC·ANAHEIM HILLS, California

39 years registeredTELLONE MANAGEMENT GROUP INC

6200 E. CANYON RIM RD, ANAHEIM HILLS, CA 92807CRD# 4392794Firm CRD# 111051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dean Christopher Tellone · ANAHEIM HILLS, CA

Registration

CRD #4392794 · TELLONE MANAGEMENT GROUP INC · 39 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TELLONE MANAGEMENT GROUP INC

TELLONE MANAGEMENT GROUP INC

Jun 1987 – Jun 2022

ANAHEIM HILLS, CA

Registrations & Exams

Registration record

First registered · June 23, 1987

Years registered · 39

Disclosure History

2024Regulatory·Final

2021Civil·Final

2021Regulatory·Pending

2017Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

TELLONE MANAGEMENT GROUP INC

CRD 111051 · SEC 801-29982

AUM

$505M

Regulatory assets under management

Employees

495 client accounts

Services offered by TELLONE MANAGEMENT GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TELLONE MANAGEMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does Dean Christopher Tellone offer?

Dean Christopher Tellone specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Dean Christopher Tellone's credentials?

Dean Christopher Tellone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dean Christopher Tellone located?

Dean Christopher Tellone is based in ANAHEIM HILLS, California, last registered with TELLONE MANAGEMENT GROUP INC.

How does Dean Christopher Tellone charge for services?

Dean Christopher Tellone's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TELLONE MANAGEMENT GROUP INC?

TELLONE MANAGEMENT GROUP INC has approximately 9 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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