Charles C. Mahar

TEALWOOD ASSET MANAGEMENT

MINNEAPOLIS, MN 55402

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CRD#: 1090893

Professional summary

Charles Cheyne Mahar is a registered financial advisor currently at TEALWOOD ASSET MANAGEMENT located in Minneapolis, Minnesota.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Charles has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Cheyne Mahar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 4, 1998 - Present

TEALWOOD ASSET MANAGEMENT

Office #1: 100 So. 5th Street Suite 410, Minneapolis, MN 55402

RIA

CRD#: 105245

MINNEAPOLIS, MN

Past

May 19, 1995 - May 14, 1998

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

July 25, 1989 - May 2, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

February 24, 1983 - July 8, 1989

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TEALWOOD ASSET MANAGEMENT

TEALWOOD | TEALWOOD MANAGEMENT INC | TEALWOOD ASSET MANAGEMENT INC | TEALWOOD ASSET MANAGEMENT

CRD#: 105245 / SEC#: 801-29095

RIA

Registered Investment Advisory firm - (3/18/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(12/5/2013)

IAR

Texas
(5/11/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/19/1983

General Securities Representative Examination

Current Firm

TEALWOOD ASSET MANAGEMENT

TEALWOOD | TEALWOOD MANAGEMENT INC | TEALWOOD ASSET MANAGEMENT INC | TEALWOOD ASSET MANAGEMENT

CRD#: 105245 / SEC#: 801-29095

RIA

Registered Investment Advisory firm - (3/18/1987 Approved)

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Contact information

Main Address

120 South 6th Street Suite 1900, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 340-0181

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (1/28/2025)

Regulatory assets under management

Total Number of Accounts	738
AUM (Assets Under Management)	$ 364,416,691

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles C. Mahar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Cheyne Mahar's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEALWOOD ASSET MANAGEMENT

SUNAMERICA SECURITIES, INC.

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

TEALWOOD ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/1993

Series 63

Date: 2/24/1983

Series 7

Date: 2/19/1983

Current Firm

TEALWOOD ASSET MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEALWOOD ASSET MANAGEMENT

TRUST BUT VERIFY

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