Unclaimed Profile

Richard Epta Teel

SCHWERIN BOYLE CAPITAL MANAGEMENT INC·SPRINGFIELD, Massachusetts

Series 6, Series 63Clean record15 years registeredSCHWERIN BOYLE CAPITAL MANAGEMENT INC

ONE MONARCH PLACE, SUITE 700, SPRINGFIELD, MA 01144-0700CRD# 1253745Firm CRD# 105004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Epta Teel · SPRINGFIELD, MA

Registration

CRD #1253745 · SCHWERIN BOYLE CAPITAL MANAGEMENT INC · 15 years registered

Brand Profile

Not yet started

Career History

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

Jan 2011 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · January 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CRD 105004 · SEC 801-35156

AUM

$1.1B

Regulatory assets under management

Employees

184 client accounts

Services offered by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SCHWERIN BOYLE CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Richard Epta Teel offer?

Richard Epta Teel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SPRINGFIELD, Massachusetts for a consultation.

What are Richard Epta Teel's credentials?

Richard Epta Teel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Epta Teel located?

Richard Epta Teel is based in SPRINGFIELD, Massachusetts, working with SCHWERIN BOYLE CAPITAL MANAGEMENT INC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Richard Epta Teel charge for services?

Richard Epta Teel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHWERIN BOYLE CAPITAL MANAGEMENT INC?

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has approximately 6 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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