JT
Jessica E. Teselle
DORATO CAPITAL MANAGEMENT
Arvada, CO
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CRD#: 7682698
JT
Professional summary
Jessica E Teselle is a registered financial advisor currently at DORATO CAPITAL MANAGEMENT, LLC located in Arvada, Colorado.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jessica has worked at 1 firm and has passed the Series 65 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica E 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®
NoneExperience
Current
July 25, 2023 - Present
DORATO CAPITAL MANAGEMENT, LLC
RIA
CRD#: 110097
Arvada, 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(7/25/2023)
IAR
Colorado(7/25/2023)
Current Firm
DC
DORATO CAPITAL MANAGEMENT, LLC
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)Upgrade to AdvisorCheck Premium
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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
3
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 97,300,525 |
Red Flags
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