Yelshaday Teklu Gebreselassie
Investment adviser representative at Penobscot Financial Advisors
12 yearsExperience
1 stateRegistered in
$544.5MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Penobscot Financial AdvisorsDec 2024 to now
- Cross InsuranceSep 2024 to Dec 2024
- Bonney StaffingJan 2024 to Sep 2024
- UnemployedMay 2022 to Dec 2023
- Machias Savings BankSep 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- University of MaineSep 2019 to May 2021
- R&d GroupSep 2018 to Jun 2019
- Business School LausanneSep 2017 to Aug 2018
- Unity UniversityFeb 2014 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ME).
Penobscot Financial Advisors
Legal name: Penobscot Wealth Management
$544.5MAssets managed
562Clients
8Advisers
9 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
- 8077542
- Firm CRD
- 286211