Teresa Lee Friess

Employer firm

Nilsine Partners, LLC CRD 315694

$1.88B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1986 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, CO
• 01/2010 → 09/2021
  Bank Of America, Na
  Englewood, CO
• 09/2021 → Present
  Nilsine Partners, Llc
  Greenwood Village, CO
• 09/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2005-01-11 → 2021-09-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
  Englewood, CO

Other Businesses

1) 1. Nilsine Partners, LLC 2. Investment Related 3. 5675 DTC Blvd. Ste 175 4. Investments and planning 5. Chief Compliance Officer 6. 09/17/2021 7. 220 hrs/mo 8. 37 hrs during trading 9. Investments, compliance, planning 2) 1. Fixed Insurance 2. Investment Related 3. 5675 DTC Blvd, Suite 175, Greenwood Village, CO 80111 4. Fixed / Traditional Insurance 5. Agent 6. 9/2021 7. 10 hrs/ mo 8. 10 hrs during trading 9. Sales of fixed / traditional products

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-10
• S63 Uniform Securities Agent State Law Examination
  1989-05-30

Other Names

• Teresa Lee Edingfield
• Teresa Crook
• Teresa Lee Crook