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Adam David Mc Neill

THE MCNEILL FINANCIAL GROUP, LLC·SARATOGA SPRINGS, New York
Clean recordTHE MCNEILL FINANCIAL GROUP, LLC
125 HIGH ROCK AVENUE, SARATOGA SPRINGS, NY 12866CRD# 4761522Firm CRD# 154517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam David Mc Neill · SARATOGA SPRINGS, NY
Registration
CRD #4761522 · THE MCNEILL FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam David Mc Neill is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with THE MCNEILL FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE MCNEILL FINANCIAL GROUP, LLC
TRUE LIVING FINANCIAL
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE MCNEILL FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION AND MONITORING FEES
Regulatory
SEC/IARD CRD# 4761522
Firm CRD# 154517
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam David Mc Neill offer?
Adam David Mc Neill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Adam David Mc Neill's credentials?
Adam David Mc Neill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam David Mc Neill located?
Adam David Mc Neill is based in SARATOGA SPRINGS, New York, working with THE MCNEILL FINANCIAL GROUP, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Adam David Mc Neill charge for services?
Adam David Mc Neill's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection and monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MCNEILL FINANCIAL GROUP, LLC?
THE MCNEILL FINANCIAL GROUP, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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