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David Bryan Teel

SWEETWATER FINANCIAL ADVISORS, LLC·SUGAR LAND, Texas
Clean recordSWEETWATER 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Bryan Teel is a registered financial advisor based in SUGAR LAND, Texas, affiliated with SWEETWATER FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SWEETWATER FINANCIAL ADVISORS, LLC
SWEETWATER FINANCIAL ADVISORS, LLC
AUM
$48M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SWEETWATER FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4381081
Firm CRD# 118372
View on FINRA BrokerCheck →

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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.
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Other Advisors at SWEETWATER FINANCIAL ADVISORS, LLC

Mark Dixon Snelling
SUGAR LAND, TX

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