TEAM CAPITAL WEALTH ADVISORS LLC
CRD #148009 SEC #801-69580 MORRISTOWN, NJ 973-525-1000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
10
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 19, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEUTSCH, JAMES, FRANCIS | I | FOUNDER | NA | Control |
| MASSEY, STEWART, RICHARD | I | FOUNDER | NA | Control |
| QUICK, LESLIE, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASSEY, QUICK & CO. LLC | DE | SHAREHOLDER | D | Control |
| TEAM CAPITAL SERVICE CO. #II, L.L.C. | DE | SHAREHOLDER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| QUICK, LESLIE, CHARLES | I | QIII FAMILY ENTERPRISES | F | Control |
| TEAM CAPITAL BANK | DE | TEAM CAPITAL SERVICE CO. #II, LLC | E | Control |
| MASSEY, STEWART, RICHARD | I | MASSEY QUICK & CO. LLC | C | Control |
| QIII FAMILY ENTERPRISES LLC | DE | MASSEY QUICK & CO. LLC | C | Control |
Registrations
Federal
IA
Sep 19, 2008 REGISTERED
Address
360 MOUNT KEMBLE AVENUEMORRISTOWN, NJ 7960
USA
Phone: 973-525-1000