Neal
Guidry
Macquarie Investment Management Business Trust
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About this Advisor
Neal Guidry is a financial advisor based in Philadelphia, Pennsylvania, working with Macquarie Investment Management Business Trust. Neal has previously held positions 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, Cathedral-Carmel School Foundation, Delaware Distributor, L.P, Macquarie Investment Management, Monceaux Family, LLC, and Vanguard Marketing Corporation. Neal has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Kansas, Louisiana, and Pennsylvania. Currently, Neal is part of Macquarie Investment Management Business Trust, which operates out of Philadelphia, Pennsylvania. The firm has 5 offices and 657 employees. The firm manages assets totaling $191.9 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Macquarie Investment Management Business Trust includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$191,883,504,410
657
407
$471,458,242
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
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
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
Leawood, KS
Warren, NJ
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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