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Theresa Ann Bilello

Legacy Edge Advisors

Syosset, NY

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Current Employers
Legacy Edge Advisors

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-11-01
  • NY RA
    APPROVED
    Since 2023-11-01

Branch Locations

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Melville NY 05/2007 03/2021
Tiaa Melville NY 05/2007 03/2021
Gwm Advisors, Llc New Orleans LA 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-31
S63 Uniform Securities Agent State Law Examination 1991-02-28
  • S65 Uniform Investment Adviser Law Examination
    2007-07-31
  • S63 Uniform Securities Agent State Law Examination
    1991-02-28
Other Names
  • Theresa Anna Bilello
  • Savino Bilello
  • Theresa Anna Savino
  • Theresa A Savino

View on SEC IAPD

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Other Investors

JASON SEAN KASS
CHARLES HENRY WHITMAN
KAREN RANDY FILLER
SCOTT JASON ISRAEL
KENNETH DAVID DENICOLO
Lutelles Lindley White
TIMOTHY JOHN SOMMER
HUI YAO KELLY LIN

Other Offices

LEGACY EDGE ADVISORS · SYOSSET, NY
WELLS FARGO CLEARING SERVICES, LLC · SYOSSET, NY
LPL FINANCIAL LLC · SYOSSET, NY
CITIGROUP GLOBAL MARKETS INC. · SYOSSET, NY
J.P. MORGAN SECURITIES LLC · SYOSSET, NY
OLD BRIDGE WEALTH, INC · SYOSSET, NY
OLD BRIDGE WEALTH, INC · SYOSSET, NY
LPL FINANCIAL LLC · SYOSSET, NY

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