Frederick Charles Teufel
Professional Summary
Frederick Charles Teufel, who also goes by Fred Teufel Jr, Frederick Charles Teufel Jr, Frederick Charles Je Teufel, Frederick Charles Jr Teufel, is a registered financial advisor currently at VIGILANT DISTRIBUTORS, LLC located in Chadds Ford, Pennsylvania and RYAN TAX CAPITAL, LLC located in New York, New York. Frederick is registered as a RR (Registered Representative) and started their career in finance in 1997. Frederick has worked at 8 firms and has passed the Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Fred Teufel Jr, Frederick Charles Teufel Jr, Frederick Charles Je Teufel, Frederick Charles Jr Teufel
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
Years of Experience
17 years in the financial services industry
Current & Past Employments
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
Current Firm
COHEN & STEERS SECURITIES, INC. | COHEN & STEERS SECURITIES, LLC
Contact Information
Main Address
1166 Avenue Of The Americas 30th Floor, New York, NY 10036Mailing Address
1166 Avenue Of The Americas 30th Floor, New York, NY 10036Phone Number
(212) 832-3232Established
Delaware since 11/13/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
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.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
CRS (Client Relationship Summary) - BD
Click below to view Frederick Charles Teufel's CRS (Customer Relationship Summary).
Similar Advisors
SHERPA CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
THE ASCENT GROUP, LLC
