Benjamin Teselle
Professional summary
Benjamin Teselle, CFP® is a registered financial advisor currently at DORATO CAPITAL MANAGEMENT, LLC located in Denver, Colorado.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Teselle's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
October 16, 2020 - Present
DORATO CAPITAL MANAGEMENT, LLC
March 12, 2019 - October 8, 2020
LBMZ SECURITIES, INC.
February 6, 2019 - October 5, 2020
ZACKS INVESTMENT MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2020)
(10/16/2020)
Exams
Series 7TO
Date: 3/12/2019
General Securities Representative ExaminationCurrent Firm
DORATO CAPITAL MANAGEMENT, LLC
CRD#: 110097 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 97,300,525 |
Red Flags
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