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Wealth Advisor/owner · Lifespan Financial Strategies, Inc.

Raquel Teich

CRD 7437570 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifespan Financial Strategies, Inc., an SEC-registered wealth manager based in Weston, FL with $357 million in regulatory assets, lists Raquel Teich on its Form ADV as Wealth Advisor/owner.

Firms and roles

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Raquel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Laura A. WalshChief Executive Officer, Lifespan Financial Strategies, Inc.
  • Sherwood C. FormanPresident and Chief Compliance Officer, Lifespan Financial Strategies, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Raquel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.