Vereline Mcclaney
Vereline Mcclaney is a registered investment advisor at Capital Analysts, based in Freeport, NY, with 27 years of industry experience. Vereline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
Freeport, NY
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Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Vereline volunteers for Big Brothers Basketball Associations, Cedarmore Group, Freeport Red Ravens Sports and Education Program Inc., and Freeport High School Class of 1984 Community Foundation Inc. Vereline also owns God's Property LLC (real estate rentals), is an insurance agent for various insurance companies, is an adjunct professor and business counselor at Suffolk County Community College, dedicating about a quarter of their time to each college role and a few hours per week to insurance sales.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Equities CorporationBroker
AXA Advisors, LLCBroker
Park Avenue Securities LLCBroker
Ws Griffith Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.