Tiedemann Advisors LLC
Legal Name: TIEDEMANN ADVISORS, LLC
Full Contact Details
Tiedemann Advisors LLC
520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY
212-396-5900
212-396-8772
Other Info
Tiedemann Advisors, LLC, registered as a Delaware Limited Liability Company, is a financial advisory firm with 115 employees, 80 of whom are in advisory roles. The firm has successfully served a single client and has been approved by the U.S. Securities and Exchange Commission since February 10, 2009.
Tiedemann Advisors Wealth Management Firm | Partnership is Our Practice
You are unique, and your investments and plans should reflect that. Tiedemann Advisors partners with you to ensure your wealth achieves what matters to you.
Direct Owners
-
CHRISTOPHER JOHN WELCH
CHIEF FINANCIAL OFFICER owns less than 5%
-
CRAIG LINDSAY SMITH
PRESIDENT owns less than 5%
-
GEORGE NEIL MCKINNON
CHIEF TECHNOLOGY OFFICER owns less than 5%
-
JULIE ANN DUNNINGTON
CHIEF MARKETING OFFICER owns less than 5%
-
KEVIN PATRICK MORAN
CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/CHIEF OPERATING OFFICER owns less than 5%
-
MICHAEL GLENN TIEDEMANN
CHIEF EXECUTIVE OFFICER owns less than 5%
-
RICHARD KENT INSLEY
CHIEF INVESTMENT OFFICER owns less than 5%
-
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC
MEMBER owns 75% or more
Indirect Owners
-
BRODIE LYLE COBB
MANAGER
-
ERIC ARTHUR RUSSELL
MANAGER
-
NICHOLAS ANDREW MERRICK
MANAGER
-
YVESANDRE ISTEL
MANAGER
Custodians
-
FIDELITY BROKERAGE SERVICES LLC
United States -
FIDELITY BROKERAGE SERVICES LLC
United States -
FIDELITY BROKERAGE SERVICES LLC
United States -
FIDELITY BROKERAGE SERVICES LLC
United States -
U.S. BANK NATIONAL ASSOCIATION
United States -
U.S. BANK, NATIONAL ASSOCIATION
United States
Firms Located Nearby
News
Top Holdings
- ETF SER SOLUTIONS $224,751k
- FIRST TR EXCHANGE TRADED FD $130,155k
- ENTERPRISE PRODS $64,351k
- Exxon Mobil Corp $26,766k
- ENERGY TRANSFER LP $24,635k
- ALPHABET INC $15,180k
- Alphabet Inc $14,819k
- EXELON CORP $12,924k
- ENBRIDGE INC $12,334k
- Apple Inc $12,330k