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Lynda Marie Mcfeeley

Investment adviser representative at Drexel Morgan & Co.
27 yearsExperience
1 stateRegistered in
$607MFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

27 years in the industry.

  1. Drexel Morgan & Co.Aug 2010 to now
  2. Haverford Trust Securities, Inc.May 1999 to now
  3. The Haverford Trust CompanyMay 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 1 state (PA).

Drexel Morgan & Co.

$607MAssets managed
12Clients
2Advisers
17 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
2617768
Firm CRD
151053
Advisor's SEC record (opens in a new tab)
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