AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
Dean Christopher Tellone

Dean C. Tellone

Some features on this profile are disabled
CRD#: 4392794
Dean Christopher Tellone

Professional summary


Dean Christopher Tellone was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Dean is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, Dean had worked at 1 firm, which includes TELLONE MANAGEMENT GROUP INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dino Tellone

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)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

June 23, 1987 - June 29, 2022

TELLONE MANAGEMENT GROUP INC

RIA
CRD#: 111051
ANAHEIM HILLS, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


TM
TELLONE MANAGEMENT GROUP INC
TELLONE FINANCIAL SERVICES INC. | TELLONE MANAGEMENT GROUP INC

CRD#: 111051 / SEC#: 801-29982

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
6200 E. Canyon Rim Rd Ste 201, Anaheim Hills, CA 92807
Mailing Address
Phone number
(714) 998-2290
Established
Firm type
Fiscal year end
# of Employees
9

Documents


Latest Form ADV

Part 2 Brochures

TELLONE MANAGEMENT GROUP INC. - FIRM BROCHURE (3/30/2022)

Regulatory assets under management


Total Number of Accounts495
AUM (Assets Under Management)$ 505,277,042

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


TELLONE MANAGEMENT GROUP INC

CRD#: 111051

TRUST BUT VERIFY

Monitor Dean Tellone

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics