Teressa Dawn Beard
Investment adviser representative at Sequinox Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$160MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sequinox Wealth Management, LLCJun 2025 to now
- Mulholland Wealth Advisors, LLCDec 2020 to now
- SequinoxSep 2015 to now
- J.W. Cole Advisors, Inc.Apr 2018 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sequinox Wealth Management, LLC
$160MAssets managed
761Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6564260
- Firm CRD
- 335246