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Matthew Mcneill

2 Years of Experience
Raleigh, NC
BrokerSells Insurance

Matthew Mcneill is a registered investment advisor, based in Raleigh, NC, with 2 years of industry experience.

Location

4050 Poole Rd, Raleigh, NC, 27610

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew works for State Employees' Credit Union providing financial services and is also an agent for SECU Life Insurance Company. He is also the President of Pirates Cove HOA, dedicating a few hours per week to monthly board meetings and other communications.

Employment History
Current Registrations
Secu Brokerage ServicesBroker
March 2025 - Present · 1 yr 2 mos
Credit Union Investment Services
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2024 - February 2025 · 4 mos
Fidelity Brokerage Services LLCBroker
May 2023 - February 2025 · 1 yr 9 mos
State Registrations1 state
NC
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.
Matthew Mcneill - Financial Advisor | TrueAdvisor