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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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WB

Warren E. Binstock

TELOS CAPITAL MANAGEMENT
San Diego, CA 92128-4310
Some features on this profile are disabled
CRD#: 4286617
WB

Professional summary

Warren Elliot Binstock, CFP® is a registered financial advisor currently at TELOS CAPITAL MANAGEMENT, INC. located in San Diego, California.

Warren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Warren has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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 Warren Elliot Binstock'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

Start date: 2012

Experience

Current

April 27, 2015 - Present

TELOS CAPITAL MANAGEMENT, INC.

Office #1: 13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310
RIA
CRD#: 149108
San Diego, CA
Past

October 29, 2013 - April 8, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SAN DIEGO, CA
Past

October 28, 2013 - April 8, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SAN DIEGO, CA
Past

April 27, 2010 - October 24, 2013

TD AMERITRADE, INC.

RIA
CRD#: 7870
SAN DIEGO, CA
Past

June 17, 2009 - October 24, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
RANCHO BERNARDO, CA
Past

June 17, 2009 - October 24, 2013

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

January 29, 2008 - May 29, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN DIEGO, CA
Past

January 29, 2008 - May 29, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN DIEGO, CA
Past

March 20, 2002 - October 22, 2007

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
SAN DIEGO, CA
Past

November 5, 2001 - October 22, 2007

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
SAN DIEGO, CA

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".
TC
TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA
Registered Investment Advisory firm - (1/7/2009 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.

Highlighted states indicate IAR registrations

IAR
California
(4/27/2015)
IAR
Texas
(10/20/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/6/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/8/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2001
General Securities Representative Examination

Current Firm

TC
TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA
Registered Investment Advisory firm - (1/7/2009 Approved)
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Contact information

Main Address
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310
Mailing Address
Phone number
(858) 271-6350
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TELOS CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts2,322
AUM (Assets Under Management)$ 1,415,056,947

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.

Company Information

TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108San Diego, CA 92128-4310

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