Richard Teel, financial advisor Springfield MA
96 score

Richard Teel

CRD Number: 1253745
Current Firm: Schwerin Boyle Capital Management, Inc.

Richard Teel (CRD# 1253745) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Schwerin Boyle Capital Management, Inc. Springfield, MA May 2014 - Current 2
Schwerin Boyle Capital Management, Inc. Springfield, MA Apr 2013 - Current 3
Schwerin Boyle Capital Management, Inc. Springfield, MA Jun 1999 - Current 17
Schwerin Boyle Capital Management, Inc. Springfield, MA Jan 2009 - Mar 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
Contact Info for Richard E. Teel
Phone Number: 413-784-0990
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    770
    MILLIONS
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $4,163,659
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
Types of Clients
Registered States

CT, FL, MA, MD, NH, NJ, NY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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