Michael Teel

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2021 → 10/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2015 → 07/2019
  Don Bosco Prep
  Ramsey, NJ
• 07/2019 → 09/2021
  Recycle Track Systems/Trinet Hr Corp
  New York, NY
• 09/2021 → 10/2023
  Bank Of America, N.A.
  New York, NY
• 10/2023 → 12/2024
  Apollon Wealth Management, Llc
  Mount Pleasant, SC
• 10/2023 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2025 → 05/2025
  J.P. Morgan Securities Llc
  New York, NY
• 01/2025 → 05/2025
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2022 → Present
  Learfield Sports, Llc
  Plano, TX
• 10/2023 → 12/2024
  Apollon Wealth Management
  Mount Pleasant, SC
• 06/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ

Previous Registrations

• 2025-01-29 → 2025-05-21
  J.P. Morgan Securities Llc
  New York, NY
• 2023-10-13 → 2024-12-31
  Apollon Wealth Management, Llc
  Hoboken, NJ
  Mount Pleasant, SC
• 2021-10-28 → 2023-10-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

Entity Name: Learfield Sports, LLC Investment related: No Address: 2400 Dallas Parkway Suite 500 Plano TX 75093 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 09/10/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Learfield is the subcontractor for Rutgers Football and the Rutgers Football Radio Gameday Broadcast. I am the color analyst for the 6 home games on Rutgers Football Radio. My role is to be the color analyst and describe how the plays took place to the listening radio audience. I only do this in the fall for the 6 home games Rutgers Football plays in NJ. There is no connection to JMPC.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-06

Other Names

• Michael D Teel
• Michael Douglas Teel
• Mike Teel
• Michael Teel