Neal
Guidry
Macquarie Investment Management Business Trust
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About this Advisor
Neal Guidry is a financial advisor who works out of Philadelphia, Pennsylvania with a total of 2 years of relevant experience. Guidry is an employee of Macquarie Investment Management Business Trust. The advisor has gained experience at The Vanguard Group, Inc, Waddell & Reed, Inc, Ivy Distributors, Inc, Elco Of Acadiana LLC, Aj Watercare & Salt LLC, Lamay Group, LLC, Total Erosion Control & Landscaping, LLC, Estate Of Catherine Monceaux, Delaware Distributor, L.P, Macquarie Investment Management, Monceaux Family, LLC, Vanguard Marketing Corporation and Cathedral-Carmel School Foundation. Guidry holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Kansas, Louisiana and Pennsylvania. Macquarie Investment Management Business Trust is a registered investment firm operating out of Philadelphia, PA. The company has offices in four locations and a total of 628 people on staff. It oversees $236 billion in assets among its 454 client accounts, placing it among the largest firms in the nation by assets under management. Of its 454 client accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company offers a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees are based on the type of services. However, fees charged by Macquarie Investment Management Business Trust likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$236,026,994,245
628
454
$519,883,247
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Neal Guidry Work History
Neal has been registered as a financial advisor for 2 years.*
Delaware Distributor, L.P
Macquarie Investment Management
Ivy Distributors, Inc
Cathedral-Carmel School Foundation
Elco Of Acadiana LLC
Lamay Group, LLC
Total Erosion Control & Landscaping, LLC
Monceaux Family, LLC
Aj Watercare & Salt LLC
Waddell & Reed, Inc
The Vanguard Group, Inc
Estate Of Catherine Monceaux
Vanguard Marketing Corporation
*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 Neal Guidry 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 Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Leawood, KS
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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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