Lynda M. Mcfeeley

DREXEL MORGAN & CO.

Radnor, PA 19087

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CRD#: 2617768

Professional summary

Lynda Marie Mcfeeley, who also goes by Lynda M Mcfeeley, is a registered financial advisor currently at DREXEL MORGAN & CO. located in Radnor, Pennsylvania.

Lynda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lynda has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynda M Mcfeeley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynda Marie Mcfeeley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 19, 2012 - Present

DREXEL MORGAN & CO.

Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087

RIA

CRD#: 151053

Radnor, PA

Past

June 28, 1999 - June 18, 2025

HAVERFORD TRUST SECURITIES, INC.

CRD#: 13214

RADNOR, PA

Past

September 1, 1997 - April 29, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

August 20, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DREXEL MORGAN & CO.

DREXEL MORGAN & CO. | DREXEL MORGAN & COMPANY, LLC | DREXEL MORGAN & CO. IA

CRD#: 151053 / SEC#: 801-70432

RIA

Registered Investment Advisory firm - (7/23/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/19/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/14/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/1996

General Securities Representative Examination

Current Firm

DREXEL MORGAN & CO.

DREXEL MORGAN & CO. | DREXEL MORGAN & COMPANY, LLC | DREXEL MORGAN & CO. IA

CRD#: 151053 / SEC#: 801-70432

RIA

Registered Investment Advisory firm - (7/23/2009 Approved)

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Contact information

Main Address

Three Radnor Corporate Center Suite 450, Radnor, PA 19087

Mailing Address

Phone number

(484) 254-4306

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DREXEL MORGAN & CO. ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 469,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lynda M. Mcfeeley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynda Marie Mcfeeley's CRS (Customer Relationship Summary).

Certified licenses

Experience

DREXEL MORGAN & CO.

HAVERFORD TRUST SECURITIES, INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

Primary Firm SEC Registration

DREXEL MORGAN & CO.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/14/1998

SIE

Date: 10/1/2018

Series 7

Date: 8/19/1996

Current Firm

DREXEL MORGAN & CO.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DREXEL MORGAN & CO.

TRUST BUT VERIFY

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