Tony McNeill, financial advisor Staten Island NY

Tony McNeill

CRD Number: 4147862
Current Firm: Chelsea Advisory Services, Inc.
Compensation Model: Both
Tony McNeill (CRD# 4147862) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Staten Island, NY and has over 21 years of experience in the finance industry.
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Company Name Location Dates Years
Chelsea Financial Services Staten Island, NY Dec 2019 - Current 4
Mcneill Financial Services Knightdale, NC Feb 2006 - Current 18
Royal Alliance Associates, Inc. Raleigh, NC Nov 2018 - Oct 2019 < 1
John Hancock Sii Raleigh, NC Feb 2016 - Nov 2018 2
Investors Capital Corp Lynnfield, MA Feb 2006 - Jan 2016 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2010
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Tony E. McNeill
Phone Number: 718-967-8400
Firm Website: http://www.chfs.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $227,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, FL, LA, MA, MD, MO, NC, NJ, NY, OR, PA, SC, TX, WA

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