Albert R Tedesco

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2021-05-18
NJ	RA	APPROVED	2021-05-11
TX	RA	APPROVED_RES	2020-03-16
PA	RA	APPROVED	2020-03-04

Branch Locations

55 Kings Hwy, Dover, DE 19901 • United States

18949 Coastal Hwy, Rehoboth Beach, DE 19971 • United States

1200 Howard Blvd, Mount Laurel, NJ 08054 • United States

Cherry Hill, NJ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Advisors Llc	Philadelphia	PA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Philadelphia	PA	11/2016	01/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Cynwyd	PA	02/2020	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Philadelphia, PA
11/2016 → 01/2020

Wells Fargo Clearing Services, Llc

Philadelphia, PA
02/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cynwyd, PA

POWER OF ATTORNEY FOR PARENT; INVESTMENT RELATED; PHILADELPHIA, PA; START DATE 12/2013; 2 HRS PER MONTH; 0 HRS DURING TRADING.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-10-20
S63	Uniform Securities Agent State Law Examination	1989-07-12

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