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Michael Clay Teel

Leavell Investment Management, Inc.

Flat Rock, NC

CRD 3120622

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Employer firm

Leavell Investment Management, Inc. CRD 107890

$3.40B regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Leavell Investment Management, Inc.

210 Saint Joseph Street, Mobile, AL 36602 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-17
NC RA APPROVED 2022-01-06
AL RA APPROVED 1999-01-11
  • TX RA
    APPROVED_RES
    Since 2025-12-17
  • NC RA
    APPROVED
    Since 2022-01-06
  • AL RA
    APPROVED
    Since 1999-01-11

Branch Locations

Flat Rock, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Leavell & Associates, Inc./Leavell Investment Management, Inc Birmingham AL 05/1998 Present
Samford University Birmingham AL 01/1991 05/2021
  • 05/1998 → Present
    T. Leavell & Associates, Inc./Leavell Investment Management, Inc
    Birmingham, AL
  • 01/1991 → 05/2021
    Samford University
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-03-31
S63 Uniform Securities Agent State Law Examination 1998-08-28
  • S65 Uniform Investment Adviser Law Examination
    2000-03-31
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28

View on SEC IAPD

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