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Richard Epta Teel

Schwerin Boyle Capital Management, Inc.

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About Richard Epta Teel

Richard Teel is a financial advisor with Schwerin Boyle Capital Management, Inc., based in Springfield, MA. Richard has been in the financial services industry since 1987. Prior to joining Schwerin Boyle, Richard was a financial advisor with Commonwealth Equity Services, Inc. Richard has a strong track record of success in helping his clients achieve their financial goals. Richard is a Chartered Financial Analyst and holds Series 6 and Series 63 licenses.

Firm Information

Richard Teel is currently registered with Schwerin Boyle Capital Management, Inc.. Schwerin Boyle Capital Management, Inc. is an investment advisor registered with the SEC and located in Springfield, MA. They manage approximately $1,096,756,862 in assets for 184 clients. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Schwerin Boyle Capital Management, Inc.

ONE MONARCH PLACE, SUITE 700

SPRINGFIELD, MA 01144-0700

$1.10B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Richard Teel’s Registration & Firm History

MA

01/03/2011 - Present

Schwerin Boyle Capital Management, Inc. (SPRINGFIELD MA)

MA

12/01/2000 - 09/01/2005

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

MA

05/26/1993 - 12/04/2000

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

MA

09/28/1988 - 04/07/1993

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

NA

06/08/1987 - 09/26/1988

COMMONWEALTH EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 06/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Epta Teel.
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