AdvisorOS Directory
Claim Profile
Unclaimed Profile
DP

Derek Samuel Pantele

TELLONE MANAGEMENT GROUP INC·ANAHEIM HILLS, California
Clean record9 years registeredTELLONE MANAGEMENT GROUP INC
6200 E. CANYON RIM RD, ANAHEIM HILLS, CA 92807CRD# 6755370Firm CRD# 111051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Samuel Pantele · ANAHEIM HILLS, CA
Registration
CRD #6755370 · TELLONE MANAGEMENT GROUP INC · 9 years registered
Brand Profile
Not yet started
01

Career History

DYNAMIC
Jul 2020 – present
TELLONE MANAGEMENT GROUP INC
Mar 2017 – Jul 2020
ANAHEIM HILLS, CA
02

Registrations & Exams

Registration record
First registered · March 24, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TELLONE MANAGEMENT GROUP INC
CRD 111051 · SEC 801-29982
AUM
$505M
Regulatory assets under management
Employees
9
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

Speak with Derek

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Derek is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ANAHEIM HILLS?

Browse all registered financial advisors in ANAHEIM HILLS, California or claim this profile if it's yours.

Browse ANAHEIM HILLS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Derek Samuel Pantele offer?
Derek Samuel Pantele specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ANAHEIM HILLS, California for a consultation.
What are Derek Samuel Pantele's credentials?
Derek Samuel Pantele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Samuel Pantele located?
Derek Samuel Pantele is based in ANAHEIM HILLS, California, working with TELLONE MANAGEMENT GROUP INC. Their office serves clients in the ANAHEIM HILLS metropolitan area and surrounding communities.
How does Derek Samuel Pantele charge for services?
Derek Samuel Pantele'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TELLONE MANAGEMENT GROUP INC

Nigel James Field Pierce
ANAHEIM HILLS, CA
CFP
Dean Christopher Tellone
ANAHEIM HILLS, CA
Steven E Wolfe
ANAHEIM HILLS, CA

More Advisors in ANAHEIM HILLS, California

Joseph Brian Bronson
STRONG INVESTMENT MANAGEMENT·ANAHEIM HILLS, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile