Graham Edward Macneill
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Graham Edward Macneill? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Apr 2025 to now
- OsaicApr 2025 to now
- Crowdstreet Advisors LLCJun 2022 to Feb 2025
- Crowdstreet Capital LLCJun 2022 to Feb 2025
- Crowdstreet IncJun 2022 to Feb 2025
- Transamerica Financial Advisors, IncAug 2020 to Jun 2022
- World Financial Group, Inc.Jul 2020 to Jun 2022
- National Asset ManagmentFeb 2019 to Jul 2020
- National SecuritiesFeb 2019 to Jul 2020
- UnemployedDec 2018 to Feb 2019
- Newbridge Securities CorporationDec 2016 to Nov 2018
- Cardinal ConstructionApr 2016 to Dec 2016
- Labor FindersApr 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2615044
- Firm CRD
- 23131