Unclaimed Profile

Chad Cristin York

TEAKWOOD MANAGEMENT, LLC·DALLAS, Texas

Clean recordTEAKWOOD MANAGEMENT, LLC

8226 DOUGLAS AVENUE, DALLAS, TX 75225CRD# 6621293Firm CRD# 161876

Profile Verification

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

Identity

Chad Cristin York · DALLAS, TX

Registration

CRD #6621293 · TEAKWOOD MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chad Cristin York is a registered financial advisor based in DALLAS, Texas, affiliated with TEAKWOOD MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Chad

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chad is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TEAKWOOD MANAGEMENT, LLC

TEAKWOOD CAPITAL

AUM

$189M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at TEAKWOOD MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6621293

Firm CRD# 161876

View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Chad Cristin York offer?

Chad Cristin York specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Chad Cristin York's credentials?

Chad Cristin York is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Cristin York located?

Chad Cristin York is based in DALLAS, Texas, working with TEAKWOOD MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Chad Cristin York charge for services?

Chad Cristin York'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 TEAKWOOD MANAGEMENT, LLC?

TEAKWOOD MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $189M in regulatory assets under management. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →