Guggenheim Investment Advisors, LLC

Guggenheim Investment Advisors, LLC (CRD# 108263) is a financial advisory firm headquartered in New York, NY. They manage $742,875,186 in 17 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    743
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $43,698,540
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DE, FL, IL, MA, MO, NV, NY, PA, TX

Financial Advisors at Guggenheim Investment Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Dina M. Dilorenzo
CRD#: 2664787
135 East 57th Street, 15th Floor, New York, NY 10022
93
Wealthminder
score

Dina Dilorenzo (CRD# 2664787) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in New York, NY and has over 20 years of experience in the finance industry.

2
Joseph B. McElligott
CRD#: 5714469
330 Madison Avenue, 11th Floor, New York, NY 10017
93
Wealthminder
score

Joseph McElligott (CRD# 5714469) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in New York, NY and has over 6 years of experience in the finance industry.

3
Eric T. Tedd
CRD#: 4196610
330 Madison Avenue, 11th Floor, New York, NY 10017
91
Wealthminder
score

Eric Tedd (CRD# 4196610) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in New York, NY and has over 2 years of experience in the finance industry.

4
Allyson M. Alonso
CRD#: 5916578
330 Madison Avenue, 11th Floor, New York, NY 10017
90
Wealthminder
score

Allyson Alonso (CRD# 5916578) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in New York, NY and has over 4 years of experience in the finance industry.

5
Suzanne J. Stone
CRD#: 5558728
330 Madison Avenue, 11th Floor, New York, NY 10017
89
Wealthminder
score

Suzanne Stone (CRD# 5558728) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in New York, NY and has over 3 years of experience in the finance industry.

6
Todd M. Millman
CRD#: 2234367
227 West Monroe Street, Suite 4900, Chicago, IL 60606
83
Wealthminder
score

Todd Millman (CRD# 2234367) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

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