Te Advisors LLC
● SEC registered since 2025CRD 336139SEC# 801-132773Quincy, MA
Reg. AUM
$11K
Employees
5
Accounts
13
Location
Quincy, MA
Te Advisors LLC assets under management
Te Advisors LLC is a registered investment adviser overseen by the SEC based in Quincy, MA. The firm has been registered since 2025. It reports $10,715 in regulatory assets under management and employs 5 people.
Te Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joseph Kenny Control | Head Of Trading | Under 5% | 2024 |
| Patti Sue Almanza Control | Chief Compliance Officer | Under 5% | 2025 |
| Shawn Pierre Hockaday Control | Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Te Advisors LLC manage?
Te Advisors LLC reports $10,715 in regulatory assets under management on its Form ADV.
How many employees does Te Advisors LLC have?
Te Advisors LLC reports 5 employees.
Where is Te Advisors LLC located?
Te Advisors LLC is based in Quincy, MA and has been SEC-registered since 2025.
Does Te Advisors LLC disclose fund performance?
Te Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Hancock St, Quincy, MA 02169 |
| Phone | 617-221-6545 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$11KNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$11Kregulatory AUM
Discretionary $11K