Neil
Farrell
Farrell Financial
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About this Advisor
Neil Farrell is a financial advisor based in Orchard Park, New York who has 1 year of industry experience. Farrell works at Farrell Financial. Throughout their career, they have worked at Virginia Commonwealth University, United States Air Force Academy, The University Of Tennessee At Chattanooga, Farrell Financial and Vcu Men'S Basketball. Farrell holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in New York. Farrell Financial is an advisory firm operating out of Orchard Park, NY. It handles $112 million in total assets across its 446 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 446 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees typically depend on which services are provided. However, fees billed by Farrell Financial typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farrell Financial Brokerage Details
$112,000,000
2
446
$251,121
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Neil Farrell Work History
Neil has been registered as a financial advisor for 1 years.*
Farrell Financial
The University Of Tennessee At Chattanooga
United States Air Force Academy
Vcu Men'S Basketball
Virginia Commonwealth University
Vcu Men'S Basketball
*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 Neil Farrell 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 Farrell Financial
Orchard Park, NY
Orchard Park, 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.
