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Mackey Miriam Mcneill

THE WEALTH ADVISORY TEAM, LLC·BELLEVUE, Kentucky
Series 65Clean record23 years registeredTHE WEALTH ADVISORY TEAM, LLC
601 FAIRFIELD AVENUE, BELLEVUE, KY 41073CRD# 2872751Firm CRD# 124957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mackey Miriam Mcneill · BELLEVUE, KY
Registration
CRD #2872751 · THE WEALTH ADVISORY TEAM, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

THE PROSPERITY PEOPLE
Mar 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 5, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE WEALTH ADVISORY TEAM, LLC
CRD 124957 · SEC 801-123671
AUM
$127M
Regulatory assets under management
Employees
5
491 client accounts
Services offered by THE WEALTH ADVISORY TEAM, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
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 THE WEALTH ADVISORY TEAM, LLC →
Introduction

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05

Frequently Asked Questions

What services does Mackey Miriam Mcneill offer?
Mackey Miriam Mcneill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Kentucky for a consultation.
What are Mackey Miriam Mcneill's credentials?
Mackey Miriam Mcneill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mackey Miriam Mcneill located?
Mackey Miriam Mcneill is based in BELLEVUE, Kentucky, working with THE WEALTH ADVISORY TEAM, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Mackey Miriam Mcneill charge for services?
Mackey Miriam Mcneill'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 THE WEALTH ADVISORY TEAM, LLC?
THE WEALTH ADVISORY TEAM, LLC has approximately 5 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WEALTH ADVISORY TEAM, LLC

Andrew James Pulsfort
BELLEVUE, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
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LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideBOWLING GREEN GuideFT. WRIGHT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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