Investment adviser representative · Sequinox Wealth Management, LLC
Teressa D. Beard
CRD 6564260 · Lancaster, PA
At a glance
Teressa D. Beard is an investment adviser representative with Sequinox Wealth Management, LLC in Lancaster, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Teressa’s SEC record dates to 2018, about 7 years ago.
Current advisory firm
- Sequinox Wealth Management, LLCSince June 2025Lancaster, PA · $160M in regulatory assets
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Teressa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Sequinox Wealth Management, LLC
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- Matthew J. LeboLancaster · Certified Financial Planner
- Joseph D. WirbickLancaster · Certified Financial Planner
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