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Adam David Mc Neill

THE MCNEILL FINANCIAL GROUP, LLC·SARATOGA SPRINGS, New York
Series 7, Series 66Clean record5 years registeredTHE 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 · 5 years registered
Brand Profile
Not yet started
01

Career History

MCNEILL CAPITAL, LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · April 3, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE MCNEILL FINANCIAL GROUP, LLC
CRD 154517 · SEC 801-129522
AUM
$31M
Regulatory assets under management
Employees
1
98 client accounts
Services offered by THE MCNEILL FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE MCNEILL FINANCIAL GROUP, LLC →
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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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