Christopher
Mcneil
Vitalstone Financial, LLC
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About this Advisor
Christopher Mcneil is a financial advisor working out of San Antonio, Texas with 3 years of relevant experience. Mcneil is currently employed by Vitalstone Financial, LLC. Throughout their career, Mcneil has worked at University Of Texas School Of Medicine At San Antonio, Mml Investors Services, LLC, Msi Financial Services, Inc, Mass Mutual, Private Client Services and Vitalstone Financial, LLC. Mcneil holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Vitalstone Financial, LLC is a firm operating out of San Antonio, TX. It has $185 million in assets under management between its 1,137 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,137 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. Vitalstone Financial, LLC has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the type of financial services provided. However, fees charged by Vitalstone Financial, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vitalstone Financial, LLC Brokerage Details
$184,585,637
6
1,137
$162,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christopher Mcneil Work History
Christopher has been registered as a financial advisor for 3 years.*
Private Client Services
Vitalstone Financial, LLC
Mml Investors Services, LLC
Msi Financial Services, Inc
Mass Mutual
University Of Texas School Of Medicine At San Antonio
*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 Christopher Mcneil 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 Vitalstone Financial, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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