Unclaimed Profile

Matthew James Macneal

VEERY CAPITAL, LLC·WILMINGTON, Delaware

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record14 years registeredVEERY CAPITAL, LLC

112 S FRENCH ST, WILMINGTON, DE 19801CRD# 3069555Firm CRD# 298465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew James Macneal · WILMINGTON, DE

Registration

CRD #3069555 · VEERY CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

VEERY CAPITAL, LLC

Oct 2018 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2012 – Oct 2018

WILMINGTON, DE

SECURIAN FINANCIAL SERVICES, INC.

Feb 2012 – Oct 2012

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · February 23, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VEERY CAPITAL, LLC

CRD 298465 · SEC 801-114003

AUM

$739M

Regulatory assets under management

Employees

789 client accounts

Services offered by VEERY CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VEERY CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew James Macneal offer?

Matthew James Macneal specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Matthew James Macneal's credentials?

Matthew James Macneal holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew James Macneal located?

Matthew James Macneal is based in WILMINGTON, Delaware, working with VEERY CAPITAL, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Matthew James Macneal charge for services?

Matthew James Macneal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VEERY CAPITAL, LLC?

VEERY CAPITAL, LLC has approximately 12 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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