Charles Mcneilly
Charles Mcneilly is a registered investment advisor at Cetera Investment Advisers LLC, based in Severna Park, MD, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Severna Park, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles owns farmland and a rental home, and is a board member for a non-profit organization. He also works as an independent insurance agent and owns Oak Court Wealth Management, selling fixed insurance, securities, and investment products, dedicating nearly full-time hours to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Citigroup Global Markets INC.Broker
Allfirst Brokerage CorporationBroker
State Registrations13 states
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