Richard E. Teel

SCHWERIN BOYLE CAPITAL MANAGEMENT,

SPRINGFIELD, MA 01144-0700

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CRD#: 1253745

Professional summary

Richard Epta Teel JR, who also goes by Rick Teel, is a registered financial advisor currently at SCHWERIN BOYLE CAPITAL MANAGEMENT, INC located in Springfield, Massachusetts.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Richard has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rick Teel

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.

RICHARD E. TEEL IS CURRENTLY ALSO A MEMBER OF ELDARO INVESTORS, LLC, A MASSACHUSETTS LIMITED LIABILITY COMPANY WHICH ACTS AS GENERAL PARTNER AND MANAGER TO DOUBLE PLAY PARTNERS LIMITED PARTNERSHIP. THROUGH AN INVESTMENT ADVISORY AGREEMENT, SCHWERIN BOYLE CAPITAL MANAGEMENT, INC., IS RESPONSIBLE FOR THE DAY-TO-DAY INVESTMENT AND TRADING ACTIVITIES OF THE PARTNERSHIP. THE PARTNERSHIP INVESTS PRIMARILY IN EQUITY SECURITIES OF PUBLICLY TRADED UNITED STATES COMPANIES HOWEVER IT MAY MAKE ALL MANNER OF INVESTMENTS CONSISTENT WITH ITS GOAL OF PROVIDING SUPERIOR LONG-TERM TOTAL RETURNS IN VARIABLE ECONOMIC CLIMATES. ELDARO'S ADDRESS IS ONE MONARCH PLACE, SUITE 700, 1414 MAIN STREET, SPRINGFIELD, MA 01144, AND IT WAS INCORPORATED IN MASSACHUSETTS ON AUGUST 23, 1999. MR. TEEL SERVES AS A PORTFOLIO MANAGER FOR ELDARO INVESTORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Epta Teel JR'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

January 3, 2011 - Present

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

Office #1: One Monarch Place, Suite 700 1414 Main Street, Springfield, MA 01144-0700

RIA

CRD#: 105004

SPRINGFIELD, MA

Past

December 1, 2000 - September 1, 2005

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

May 26, 1993 - December 4, 2000

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

PITTSFIELD, MA

Past

September 28, 1988 - April 7, 1993

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

PITTSFIELD, MA

Past

June 8, 1987 - September 26, 1988

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

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".

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

CRD#: 105004 / SEC#: 801-35156

RIA

Registered Investment Advisory firm - (9/8/1989 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

Massachusetts
(1/3/2011)

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

Series 63

Date: 6/4/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/4/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

CRD#: 105004 / SEC#: 801-35156

RIA

Registered Investment Advisory firm - (9/8/1989 Approved)

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Contact information

Main Address

One Monarch Place, Suite 700 1414 Main Street, Springfield, MA 01144-0700

Mailing Address

Phone number

(413) 784-0990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC. (4/21/2025)

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 1,191,805,682

Red Flags

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Richard E. Teel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Epta Teel JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

INVESTORS CAPITAL CORP.

BERKSHIRE EQUITY SALES, INC.

BERKSHIRE EQUITY SALES, INC.

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/1987

Series 6

Date: 6/4/1987

Current Firm

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

TRUST BUT VERIFY

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