Neil Matthew Kay
Investment adviser representative at Old Vine Capital
3 yearsExperience
2 statesRegistered in
$167MFirm assets
Under 1 yearFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
3 years in the industry.
- Old Vine Capital, LLCApr 2017 to now
- John Hancock Advisers, LLCNov 2018 to May 2019
- John Hancock Investment Management Distributors LLCApr 2017 to May 2019
- Hartford Funds Distributors, LLCJul 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Old Vine Capital
Legal name: Old Vine Capital, LLC
$167MAssets managed
52Clients
1Advisers
Under 1 yearIn 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
- 6101164
- Firm CRD
- 305172