Steven D. Teselle

DORATO CAPITAL MANAGEMENT

DENVER, CO

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CRD#: 2831330

Professional summary

Steven David Teselle, CFA, CFP® is a registered financial advisor currently at DORATO CAPITAL MANAGEMENT, LLC located in Denver, Colorado.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Steven has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven David Teselle's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

March 20, 2000 - Present

DORATO CAPITAL MANAGEMENT, LLC

RIA

CRD#: 110097

DENVER, CO

Past

January 1, 1997 - January 5, 2000

ICON DISTRIBUTORS, INC.

CRD#: 28568

GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/1/2000)

IAR

Colorado
(3/20/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 12/24/1996

General Securities Representative Examination

Current Firm

DORATO CAPITAL MANAGEMENT, LLC

CRD#: 110097 / SEC#:

California

Registered Investment Advisory firm - (5/1/2000 Approved)

Colorado

Registered Investment Advisory firm - (4/4/2000 Approved)

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Contact information

Main Address

Denver, CO

Mailing Address

Phone number

(303) 733-4999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 97,300,525

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven D. Teselle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven David Teselle's CRS (Customer Relationship Summary).

Certified licenses

Experience

DORATO CAPITAL MANAGEMENT, LLC

ICON DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 12/24/1996

Current Firm

DORATO CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DORATO CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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