AdvisorOS Directory
Claim Profile
Unclaimed Profile
DT

David Bryan Teel

SWEETWATER FINANCIAL ADVISORS, LLC·SUGAR LAND, Texas
21 years registeredSWEETWATER FINANCIAL ADVISORS, LLC
4665 SWEETWATER BLVD., SUGAR LAND, TX 77479CRD# 4381081Firm CRD# 118372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bryan Teel · SUGAR LAND, TX
Registration
CRD #4381081 · SWEETWATER FINANCIAL ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

SWEETWATER FINANCIAL ADVISORS, LLC
Mar 2005 – present
02

Registrations & Exams

Registration record
First registered · March 23, 2005
Years registered · 21
03

Disclosure History

2016Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SWEETWATER FINANCIAL ADVISORS, LLC
CRD 118372 · SEC 801-62459
AUM
$48M
Regulatory assets under management
Employees
4
253 client accounts
Services offered by SWEETWATER FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SWEETWATER FINANCIAL ADVISORS, LLC →
Introduction

Speak with David

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

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

Looking for a financial advisor in SUGAR LAND?

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

Browse SUGAR LAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Bryan Teel offer?
David Bryan Teel specializes in Financial Planning, Investment Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are David Bryan Teel's credentials?
David Bryan Teel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bryan Teel located?
David Bryan Teel is based in SUGAR LAND, Texas, working with SWEETWATER FINANCIAL ADVISORS, LLC. Their office serves clients in the SUGAR LAND metropolitan area and surrounding communities.
How does David Bryan Teel charge for services?
David Bryan Teel's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWEETWATER FINANCIAL ADVISORS, LLC?
SWEETWATER FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SWEETWATER FINANCIAL ADVISORS, LLC

Mark Dixon Snelling
SUGAR LAND, TX

More Advisors in SUGAR LAND, Texas

Chung Wu
CHUNG WU INVESTMENT GROUP, LLC·SUGAR LAND, TX
Paul Edward Roberts
RWM CAPITAL, LLC·SUGAR LAND, TX
Kanen Pierce Helbig
KINGS PATH PARTNERS LLC·SUGAR LAND, TX
Mathew Jefferson Tipton
KINGS PATH PARTNERS LLC·SUGAR LAND, TX
Michael Dennis Mulcahy
KINGS PATH PARTNERS LLC·SUGAR LAND, TX
April Rochelle Roberts
RWM CAPITAL, LLC·SUGAR LAND, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile