Michael
Mcnarney

Royal Alliance Associates, Inc

CRD#3162406
Investment Advisor
in Mishawaka, IN

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About this Advisor

Michael Mcnarney is a financial advisor based out of Mishawaka, Indiana who has 5 years of relevant experience. Mcnarney is currently employed by Royal Alliance Associates, Inc. During their career, the advisor has held roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, 20/20 Financial Advisers--Michiana, LLC, Sii and Royal Alliance Associates, Inc. Mcnarney maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Indiana. Royal Alliance Associates, Inc is a registered investment company based in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 employees. It handles $30 billion in assets between its 149,233 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 191 charities and foundations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in investable assets. Royal Alliance Associates, Inc has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on the services. However, fees billed by Royal Alliance Associates, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3900 Edison Lakes Pkwy Suite 120
Mishawaka, IN 46545

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

IN Average: $10,121,009,343
Total Number of Employees

3,704

IN Average: 92
Total Number of Accounts

149,233

IN Average: 6,978
Average Account Size

$197,920

IN Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Mcnarney Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

2015 - 2018 (3 years)

Sii

2014 - 2015 (1 year)

20/20 Financial Advisers--Michiana, LLC

2006 - 2015 (9 years)

Ameritas Investment Corp

2006 - 2015 (9 years)

Ameritas Life Insurance Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Mcnarney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Austen Harvey
Jersey City, NJ
Noah Buehner
Fort Wayne, IN
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Nicholas Adams
Southfield, MI
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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