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Vereline Mcclaney

Capital Analysts
28 Years of Experience
Freeport, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Vereline Mcclaney is a registered investment advisor at Capital Analysts, based in Freeport, NY, with 28 years of industry experience. Vereline is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.

Capital Analysts
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
609 advisors
Number of Clients
15,840 clients
Average Client Portfolio
$554K average
Assets Under Management
$8.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.25%

Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Freeport, NY

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2016
Final
View Full SEC ReportHow to Read Disclosures
Other 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
August 2021 - Present · 5 yrs 2 mos
Lincoln Investment
March 2021 - Present · 5 yrs 7 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Legend Equities CorporationBroker
January 2014 - January 2017 · 3 yrs
AXA Advisors, LLCBroker
August 2006 - February 2014 · 7 yrs 6 mos
Park Avenue Securities LLCBroker
June 2004 - August 2006 · 2 yrs 2 mos
Ws Griffith Securities, INC.Broker
April 1998 - June 2004 · 6 yrs 2 mos
State Registrations17 states
CACTDCDEFLGALAMAMDNCNJNYOHPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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