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Neil Vincent Farrell

FARRELL FINANCIAL LLC·ORCHARD PARK, New York
Clean recordFARRELL FINANCIAL LLC
21 PRINCETON PLACE, ORCHARD PARK, NY 14127CRD# 7594002Firm CRD# 321609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Neil Vincent Farrell · ORCHARD PARK, NY
Registration
CRD #7594002 · FARRELL FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at FARRELL FINANCIAL LLC

Neil Joseph Farrell
ORCHARD PARK, NY

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