Unclaimed Profile

Michele Anne Tellstone

MINICHMACGREGOR WEALTH MANAGEMENT, LLC·SARATOGA SPRINGS, New York

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredMINICHMACGREGOR WEALTH MANAGEMENT, LLC

21 CONGRESS STREET, SARATOGA SPRINGS, NY 12866CRD# 4296759Firm CRD# 151237

Profile Verification

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

Identity

Michele Anne Tellstone · SARATOGA SPRINGS, NY

Registration

CRD #4296759 · MINICHMACGREGOR WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Mar 2016 – present

PKS ADVISORY SERVICES, LLC

Jan 2007 – Jan 2015

ALBANY, NY

ESSEX NATIONAL SECURITIES, INC.

Jan 2003 – Jun 2003

ALBANY, NY

QUICK & REILLY, INC.

Nov 2002 – Dec 2002

ALBANY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 25, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

CRD 151237 · SEC 801-70490

AUM

$501M

Regulatory assets under management

Employees

2,198 client accounts

Services offered by MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MINICHMACGREGOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michele Anne Tellstone offer?

Michele Anne Tellstone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Michele Anne Tellstone's credentials?

Michele Anne Tellstone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michele Anne Tellstone located?

Michele Anne Tellstone is based in SARATOGA SPRINGS, New York, working with MINICHMACGREGOR WEALTH MANAGEMENT, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.

How does Michele Anne Tellstone charge for services?

Michele Anne Tellstone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MINICHMACGREGOR WEALTH MANAGEMENT, LLC?

MINICHMACGREGOR WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $501M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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