Teresa A Coleman

Employer firm

Creekside Partners CRD 125401

$553M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Creekside Partners Financial Advisers Llc
  Lafayette, CA

Previous Registrations

• 2007-05-03 → 2014-12-19
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2004-08-17 → 2007-02-05
  Strategic Advisers Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2003-08-13

Other Names

• Teresa Ann Rangel
• Teresa Ann Coleman