Jay
Mcneill
Main Street Financial
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About this Advisor
Jay Mcneill is a certified financial planner who works out of Mount Kisco, New York who has 2 years of relevant experience. Mcneill is an employee of Main Street Financial. Over the course of their career, Mcneill has held roles at Ats Advisors, A Certified Public Accounting Firm, Larusso & Mcneill LLC and Main Street Financial, LLC. Mcneill is registered to serve investors in New York. Main Street Financial is an advisory firm that has its headquarters in Mount Kisco, NY. It administers $58 million in total assets between its 253 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 253 client accounts, 15% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely depend on which services are offered. Fee types charged by Main Street Financial likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Main Street Financial Brokerage Details
$58,375,477
4
253
$230,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jay Mcneill Work History
Jay has been registered as a financial advisor for 2 years.*
Main Street Financial, LLC
Larusso & Mcneill LLC
Ats Advisors, A Certified Public Accounting Firm
*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 Jay Mcneill 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 Main Street Financial
Mount Kisco, NY
Mount Kisco, NY
Mount Kisco, NY
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.
