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Sergio Rene Teague

Investment adviser representative at Maslow Wealth Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm 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 assetsHourlyFixed or flat feeOther

Services the firm offers

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

  • Portfolio management

Experience

14 years in the industry.

  1. Maslow Wealth AdvisorsMay 2026 to now
  2. Durbin Bennett Private Wealth Management, LLC dba Maslow WealthMar 2026 to now
  3. Paragon Financial AdvisorsMar 2023 to Mar 2026
  4. Fidelity Personal and WorkplaceAug 2022 to Mar 2023
  5. Fidelity Brokerage Services LLCJun 2022 to Mar 2023
  6. Fidelity InvestmentsMar 2022 to Mar 2023
  7. Oracle CorporationJun 2021 to Feb 2022
  8. Texas A&m UniversityAug 2020 to May 2021
  9. Texas InstrumentsJun 2020 to Aug 2020
  10. Texas A&m UniversityJul 2019 to May 2020
  11. Blinn CollegeSep 2018 to May 2019
  12. United States ArmySep 2012 to Sep 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

Maslow Wealth Advisors

Legal name: Durbin Bennett Private Wealth Management, LLC

$2.8BAssets managed
395Clients
19Advisers
25 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
7527322
Firm CRD
107722
Advisor's SEC record (opens in a new tab)
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