Andrea Tessler has been Managing Director of Family Manage since June 1988, is a control person of the firm and directly owns between 10% and 25% of it. Andrea Tessler holds a B.A. in Economics from Cornell University.
Family Manage LLC is a New York, NY firm with $5.31B under management, 761 clients and 23 advisers across 3 offices, as of its April 2026 filing.
Andrea L. Tessler is Managing Director of Family Management. She is also Managing Director and Chief Operating Officer of Forest Hill Capital Corporation, a New York State licensed insurance agent. Tessler serves on the Cornell University Advisory Council to the College of Arts & Sciences and on the Board of Trustees of The Harvey School.
Investment adviser representative registrations
Andrea Tessler is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2021; the most recent is Texas, in August 2025.
- New YorkSince 4 November 2021
- TexasResidentSince 13 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 24 February 1998 |
| Series 24 | General Securities Principal Examination | 9 May 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 1987 |
| Series 7 | General Securities Representative Examination | 21 February 1987 |
- Name
- Operations Professional Examination
- Name
- Municipal Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrea Leslie Tessler
- CRD
- 1407430
- Firm
- Family Manage · CRD 104951
- Role
- Managing Director
- Registration
- Investment adviser registration
- In the industry since
- February 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familymanage.com
Where does Andrea Tessler work?
Andrea Tessler has been Managing Director of Family Manage LLC since June 1988, and is a control person of the firm.
Is Andrea Tessler a financial advisor?
Yes. Andrea Tessler has a current investment-adviser registration in New York and Texas, through Family Manage since November 2021.
How many years of experience does Andrea Tessler have?
Andrea Tessler has 39 years in the financial industry, since February 1987, across 1 adviser firm.
What exams has Andrea Tessler passed?
Andrea Tessler has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 53, Series 65, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in February 1987. FINRA credited Andrea Tessler with the SIE, which began in October 2018.
Is Andrea Tessler registered with FINRA?
No. Andrea Tessler has no current broker registration.
How can I verify Andrea Tessler’s record?
Search CRD 1407430 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea Tessler’s full registration record.
