Unclaimed Profile

Adam Kirk Deem

TEAK TREE CAPITAL MANAGEMENT, LLC·FORT WORTH, Texas

SIE, Series 7, Series 31, Series 65, Series 66CFPClean record25 years registeredTEAK TREE CAPITAL MANAGEMENT, LLC

1300 S. UNIVERSITY DR., #407, FORT WORTH, TX 76107CRD# 4239863Firm CRD# 149474

Profile Verification

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

Identity

Adam Kirk Deem · FORT WORTH, TX

Registration

CRD #4239863 · TEAK TREE CAPITAL MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Oct 2020 – present

HIGHTOWER SECURITIES, LLC

Oct 2020 – present

TEAK TREE CAPITAL MANAGEMENT, LLC

Apr 2009 – Nov 2020

FORT WORTH, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2000 – Apr 2009

FT. WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · October 13, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEAK TREE CAPITAL MANAGEMENT, LLC

CRD 149474 · SEC 801-69936

AUM

$599M

Regulatory assets under management

Employees

1,455 client accounts

Services offered by TEAK TREE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TEAK TREE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Kirk Deem offer?

Adam Kirk Deem specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Adam Kirk Deem's credentials?

Adam Kirk Deem holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Kirk Deem located?

Adam Kirk Deem is based in FORT WORTH, Texas, working with TEAK TREE CAPITAL MANAGEMENT, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Adam Kirk Deem charge for services?

Adam Kirk Deem's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEAK TREE CAPITAL MANAGEMENT, LLC?

TEAK TREE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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