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VP, & Director · SFE Investment Counsel Inc.

Teri M. McCasland

CRD 1005907 · Named on Form ADV at one SEC-registered adviser

At a glance

SFE Investment Counsel Inc., an SEC-registered wealth manager based in LOS Angeles, CA with $748 million in regulatory assets, lists Teri M. McCasland on its Form ADV as VP, & Director, a control person.

Firms and roles

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Teri’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
1 firmLocked
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 (6)

  • Jon M. KmettPresident, Director & CFO, SFE Investment Counsel Inc.
  • David J. ThomsenVP, Director, Business Development, SFE Investment Counsel Inc.
  • James T. MoylanVice President/co-Chief Investment Officer, SFE Investment Counsel Inc.
  • Charles E. BohlenVice President, Co-Chief Investment Officer, SFE Investment Counsel Inc.
  • Donna S. ArnoldChief Compliance Officer, SFE Investment Counsel Inc.

1 more person named with Teri on the same filings, with titles and firms. Free in Atlas with a free account.

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