Adam David Mc neill
Investment adviser representative at Mcneill Capital, LLC
16 yearsExperience
1 stateRegistered in
$40.6MFirm assets
2 yearsFirm in business
Are you Adam David Mc neill? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Mcneill Capital, LLCApr 2021 to now
- Mcneill Financial Group, LLCSep 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mcneill Capital, LLC
$40.6MAssets managed
42Clients
1Advisers
2 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
- 4761522
- Firm CRD
- 154517