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Teague Regan Avey

Investment adviser representative at Brown Advisory
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm assets

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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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Brown AdvisoryNov 2018 to now
  2. Signature Financial Management, Inc.Jan 2017 to now
  3. Heritage Wealth AdvisorsMar 2016 to Jan 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (VA).

Brown Advisory

Legal name: Signature Financial Management Inc

$7.6BAssets managed
229Clients
17Advisers
32 yearsIn 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
6630058
Firm CRD
106375
Advisor's SEC record (opens in a new tab)
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