Andrew Nathan Tellitocci

Employer firm

Valeo Financial Advisors, LLC CRD 127132

$13.0B 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

• 01/2017 → 04/2018
  Mainsource Bank
  Greensburg, IN
• 08/2013 → 01/2017
  Follett'S Black & Gold Mine
  W/ Lafayette, IN
• 02/2017 → 12/2018
  Raymond James Financial Services, Inc.
  Greensburg, IN
• 04/2018 → 12/2018
  First Financial Wealth Management
  Greensburg, IN
• 08/2013 → 12/2016
  Purdue University
  West Lafayette, IN
• 01/2019 → Present
  Valeo Financial Advisors
  Indianapolis, IN

Previous Registrations

• 2017-04-25 → 2019-01-04
  Raymond James Financial Services Advisors, Inc
  Greensburg, IN
  Greensburg, IN

Exams

• S66 Uniform Combined State Law Examination
  2017-04-13

Designations

• Certified Financial Planner