Matthew James Macneal
Investment adviser representative at Veery Capital, LLC
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$971.4MFirm assets
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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
24 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Oct 2018 to now
- Veery Capital, LLCSep 2018 to now
- Cambridge Investment Research Advisors, IncOct 2012 to Oct 2018
- Cambridge Investment Research, IncOct 2012 to Oct 2018
- Tegler MchenryAug 2002 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Veery Capital, LLC
$971.4MAssets managed
314Clients
8Advisers
8 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
- 3069555
- Firm CRD
- 298465