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Executive Director, Compliance · Nilsine Partners, LLC

Teresa L. Friess

CRD 1931530 · Named on Form ADV at one SEC-registered adviser

At a glance

Nilsine Partners, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $1.9 billion in regulatory assets, lists Teresa L. Friess on its Form ADV as Executive Director, Compliance, a control person.

Firms and roles

  • Nilsine Partners, LLCExecutive Director, ComplianceWealth manager · Greenwood Village, CO · $1.9B in regulatory assets

AtlasMembers

Teresa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Teresa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Teresa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.