Unclaimed Profile

Shawn L. Kelly

TEAKWOOD MANAGEMENT, LLC·DALLAS, Texas

Clean recordTEAKWOOD MANAGEMENT, LLC

8226 DOUGLAS AVE, DALLAS, TX 75225CRD# 5234945Firm CRD# 161876

Profile Verification

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

Identity

Shawn L. Kelly · DALLAS, TX

Registration

CRD #5234945 · TEAKWOOD MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shawn L. Kelly 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

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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# 5234945

Firm CRD# 161876

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn L. Kelly offer?

Shawn L. Kelly specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Shawn L. Kelly's credentials?

Shawn L. Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn L. Kelly located?

Shawn L. Kelly is based in DALLAS, Texas, working with TEAKWOOD MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Shawn L. Kelly charge for services?

Shawn L. Kelly'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.

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