Teresa Lee Friess
Investment adviser representative at Nilsine Partners, LLC
40 yearsExperience
2 statesRegistered in
$1.9BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
40 years in the industry.
- Nilsine Partners, LLCSep 2021 to now
- Purshe Kaplan Sterling InvestmentsSep 2021 to now
- Bank of America, NAJan 2010 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 1986 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Nilsine Partners, LLC
$1.9BAssets managed
559Clients
15Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1931530
- Firm CRD
- 315694