Tony Mcneill
Tony Mcneill is a registered investment advisor at Chelsea Advisory Services, INC, based in Staten Island, NY, with 25 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chelsea Advisory charges a percentage of your portfolio each year. The exact percentage is negotiated with each client, up to a maximum of 2%. Fees are paid quarterly. Some financial planning is included with investment management services. Chelsea Advisory recommends clients open brokerage accounts with their affiliate, Chelsea Financial, which has negotiated rates with Hilltop Securities. This arrangement means clients don't pay separately for advisory services, trade execution, or custody.
Location
242 Main Street, Staten Island, NY, 10307
Get directionsHistory
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
Tony operates under the DBA McNeill Financial Services and OBA Insurance. He works as an insurance agent and dedicates minimal time to this activity.
Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial Services
Chelsea Financial ServicesBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Gunnallen Financial, INCBroker
First Security Investments, INC.Broker
Joseph Carl Securities, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations4 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.