Tony
Mcneill

Chelsea Advisory Services, Inc

CRD#4147862
Investment Advisor
in Staten Island, NY

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About this Advisor

Tony Mcneill is a financial advisor based out of Staten Island, New York with 3 years of industry experience. Mcneill is an employee of Chelsea Advisory Services, Inc. Over the course of their career, Mcneill has held roles at Investors Capital Corp, Mcneill Financial Services, John Hancock Sii, Royal Alliance Associates, Inc and Chelsea Financial Services. Mcneill has Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Chelsea Advisory Services, Inc is an advisory firm operating out of Staten Island, NY. The company has offices in 18 locations and a total of 19 people on staff. It controls $90 million in total assets among its 463 accounts, making it one of the smaller firms in the nation by assets under management. Of its 463 accounts, 16% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Chelsea Advisory Services, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Chelsea Advisory Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

242 Main Street
Staten Island, NY 10307

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Chelsea Advisory Services, Inc Brokerage Details

Total Assets Under Management

$89,453,437

NY Average: $7,464,549,021
Total Number of Employees

19

NY Average: 88
Total Number of Accounts

463

NY Average: 3,892
Average Account Size

$193,204

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tony Mcneill Work History

Tony has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Chelsea Financial Services

2006 - Present (18 years)

Mcneill Financial Services

2018 - 2019 (1 year)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

John Hancock Sii

2006 - 2016 (10 years)

Investors Capital 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 Tony 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 Chelsea Advisory Services, Inc

Matthew Nugent
Staten Island, NY
Jon Franco
Brooklyn, NY
James Stephenson
Lake Charles, LA
Paul Balog
The Villages, FL
David Medlin
Fletcher, NC
Sandra Keir
Sarasota, FL
Jeanette Stofleth
Kirkland, WA
Scott Vanderlinden
Lancaster, SC

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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