Keith R. Telesca

EQUITY INVESTMENT CORP

Atlanta, GA 30309

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CRD#: 4223682

Professional summary

Keith Richard Telesca, CFP®, CIMA®, who also goes by Keith Richard Telesca Mr, is a registered financial advisor currently at EQUITY INVESTMENT CORP located in Atlanta, Georgia and FORESIDE FUNDS DISTRIBUTORS LLC located in Atlanta, Georgia.

Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Keith has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith Richard Telesca Mr

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.

1) EQUITY INVESTMENT CORPORATION, ATLANTA, GA, INVESTMENT RELATED, SENIOR DIRECTOR, 160 HOURS PER MONTH, ALL DURING SECURITY TRADING HOURS. 2) Lower Merion Little League; Non-Investment Related; Cynwyd, PA; No business nature; Board of Directors/Asst. Commissioner; 10/21 Start Date; 2 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Richard Telesca's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 3, 2016 - Present

EQUITY INVESTMENT CORP

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

RIA

CRD#: 283930

Atlanta, GA

Current

June 28, 2012 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

CRD#: 31334

Atlanta, GA

Past

July 3, 2012 - October 30, 2017

JFB HOLDINGS CORP

RIA

CRD#: 108510

ATLANTA, GA

Past

August 25, 2010 - June 7, 2012

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

JOPLIN, MO

Past

July 17, 2008 - December 1, 2009

COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

RIA

CRD#: 125568

WYNNEWOOD, PA

Past

May 13, 2008 - August 19, 2010

SAMUELS CHASE & CO., INC.

CRD#: 36699

SANTA YSABEL, CA

Past

July 12, 2005 - May 9, 2008

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

November 14, 2002 - December 3, 2004

PGIM INVESTMENTS LLC

RIA

CRD#: 105670

FREDERICKSBURG, VA

Past

June 12, 2002 - December 3, 2004

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

June 12, 2001 - April 1, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 30, 2000 - June 21, 2001

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(6/28/2012)

District of Columbia
(6/28/2012)

IAR

Georgia
(1/17/2017)

Maryland
(6/28/2012)

New Jersey
(6/28/2012)

Pennsylvania
(6/28/2012)

IAR

Texas
(10/3/2016)

Virginia
(6/28/2012)

West Virginia
(6/28/2012)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 Approved)

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Contact information

Main Address

1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

Mailing Address

Phone number

(404) 239-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EQUITY INVESTMENT CORPORATION ADV 2A & 2B DATED MARCH 27, 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6,039
AUM (Assets Under Management)	$ 3,051,151,512

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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Advisor Monitoring

Firm Stability Insights

Keith R. Telesca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Richard Telesca's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUNDS DISTRIBUTORS LLC

JFB HOLDINGS CORP

MIDAMERICA FINANCIAL SERVICES, INC.

COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

SAMUELS CHASE & CO., INC.

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

PGIM INVESTMENTS LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

Primary Firm SEC Registration

EQUITY INVESTMENT CORP

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2000

FINRA

Current Firm

EQUITY INVESTMENT CORP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQUITY INVESTMENT CORP

TRUST BUT VERIFY

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