AdvisorOS Directory
Claim Profile
Unclaimed Profile
CM

Christopher Ryan Mcneil

VITALSTONE FINANCIAL, LLC·SHAVANO PARK, Texas
SIE, Series 7, Series 669 years registeredVITALSTONE FINANCIAL, LLC
3009 NAPIER PARK, SHAVANO PARK, TX 78231CRD# 6724162Firm CRD# 310485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Ryan Mcneil · SHAVANO PARK, TX
Registration
CRD #6724162 · VITALSTONE FINANCIAL, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

MARIDEA WEALTH MANAGEMENT
Sep 2024 – present
VITALSTONE FINANCIAL, LLC
Oct 2020 – Nov 2024
SHAVANO PARK, TX
MML INVESTORS SERVICES, LLC
Mar 2017 – Oct 2020
San Antonio, TX
MSI FINANCIAL SERVICES, INC.
Mar 2017 – Mar 2017
SAN ANTONIO, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 2, 2017
Years registered · 9
03

Disclosure History

1995Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
VITALSTONE FINANCIAL, LLC
CRD 310485 · SEC 801-119426
AUM
$200M
Regulatory assets under management
Employees
6
1,244 client accounts
Services offered by VITALSTONE FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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 VITALSTONE FINANCIAL, LLC →
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHAVANO PARK?

Browse all registered financial advisors in SHAVANO PARK, Texas or claim this profile if it's yours.

Browse SHAVANO PARK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher Ryan Mcneil offer?
Christopher Ryan Mcneil specializes in Financial Planning, Investment Management. Contact their office in SHAVANO PARK, Texas for a consultation.
What are Christopher Ryan Mcneil's credentials?
Christopher Ryan Mcneil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Ryan Mcneil located?
Christopher Ryan Mcneil is based in SHAVANO PARK, Texas, working with VITALSTONE FINANCIAL, LLC. Their office serves clients in the SHAVANO PARK metropolitan area and surrounding communities.
How does Christopher Ryan Mcneil charge for services?
Christopher Ryan Mcneil's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VITALSTONE FINANCIAL, LLC?
VITALSTONE FINANCIAL, LLC has approximately 6 employees and manages $200M 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 at VITALSTONE FINANCIAL, LLC

Jason Robert Odette
SHAVANO PARK, TX
CFP
James Dustin Jedrziewski
SHAVANO PARK, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile