Unclaimed Profile

Everett Neil Gilliss

CANAL CAPITAL MANAGEMENT, LLC·RICHMOND, Virginia

Series 6, Series 7, Series 24, Series 63, Series 65CFP24 years registeredCANAL CAPITAL MANAGEMENT, LLC

9 SOUTH 5TH STREET, RICHMOND, VA 23219CRD# 4064036Firm CRD# 164971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Everett Neil Gilliss · RICHMOND, VA

Registration

CRD #4064036 · CANAL CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CANAL CAPITAL MANAGEMENT, LLC

Oct 2012 – present

COMMONWEALTH FINANCIAL NETWORK

Dec 2006 – Sep 2012

RICHMOND, VA

COMMONWEALTH FINANCIAL NETWORK

Dec 2006 – Dec 2006

RICHMOND, VA

LINCOLN FINANCIAL ADVISORS CORPORATION

Aug 2002 – Dec 2006

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 5, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2006Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CANAL CAPITAL MANAGEMENT, LLC

CRD 164971 · SEC 801-77036

AUM

$1.1B

Regulatory assets under management

Employees

1,781 client accounts

Services offered by CANAL CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CANAL CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Everett Neil Gilliss offer?

Everett Neil Gilliss specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.

What are Everett Neil Gilliss's credentials?

Everett Neil Gilliss holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Everett Neil Gilliss located?

Everett Neil Gilliss is based in RICHMOND, Virginia, working with CANAL CAPITAL MANAGEMENT, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Everett Neil Gilliss charge for services?

Everett Neil Gilliss's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANAL CAPITAL MANAGEMENT, LLC?

CANAL CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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