AdvisorOS Directory
Claim Profile
NF

Neil Vincent Farrell

FARRELL FINANCIAL LLC·ORCHARD PARK, New York
Unclaimed Profile
21 PRINCETON PLACE, ORCHARD PARK, NY 14127CRD# 7594002Firm CRD# 321609
01

About

Neil Vincent Farrell is a registered financial advisor based in ORCHARD PARK, New York, affiliated with FARRELL FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FARRELL FINANCIAL LLC
FARRELL FINANCIAL
AUM
$142M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FARRELL FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7594002
Firm CRD# 321609
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORCHARD PARK?

Browse all registered financial advisors in ORCHARD PARK, New York or claim this profile if it's yours.

Browse ORCHARD PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Neil Vincent Farrell offer?
Neil Vincent Farrell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ORCHARD PARK, New York for a consultation.
What are Neil Vincent Farrell's credentials?
Neil Vincent Farrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Vincent Farrell located?
Neil Vincent Farrell is based in ORCHARD PARK, New York, working with FARRELL FINANCIAL LLC. Their office serves clients in the ORCHARD PARK metropolitan area and surrounding communities.
How does Neil Vincent Farrell charge for services?
Neil Vincent Farrell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FARRELL FINANCIAL LLC?
FARRELL FINANCIAL LLC has approximately 2 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ORCHARD PARK
Daniel Byles-Smith — WATERFORD ADVISORS, LLCMichael D Harmer — WATERFORD ADVISORS, LLCGregory Leonard Kozerski — WATERFORD ADVISORS, LLCJason Joseph Weber — SILVER GROVE FINANCIAL GROUP, INC.Ryan Daniel Seufert — SILVER GROVE FINANCIAL GROUP, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile