Aidan William Mcnally
Investment adviser representative at Westwood Management Corp
14 yearsExperience
1 stateRegistered in
$12.5BFirm assets
43 yearsFirm in business
Are you Aidan William Mcnally? 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Westwood Management CorpJun 2026 to now
- Essential Edge Compliance OutsourcingDec 2024 to now
- Gradient SecuritiesFeb 2021 to Dec 2024
- M&e Catalyst GroupOct 2020 to Feb 2021
- Gradient SecuritiesMay 2019 to Jan 2020
- Full Time Education - University of Minnesota Twin CitiesSep 2018 to Dec 2021
- West St Paul Parks & Rec DepartmentJun 2017 to Nov 2018
- Mendakota Country ClubJun 2017 to Aug 2017
- Carbone's PizzeriaJun 2016 to Mar 2017
- Full Time Education - Henry Sibley High SchoolJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Westwood Management Corp
$12.5BAssets managed
247Clients
12Advisers
43 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
- 7127733
- Firm CRD
- 110269