Matthew C. Mcneely
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Cooper Mcneely was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1998. Matthew had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 5, 2024 - September 15, 2025
ABACUS WEALTH PARTNERS
November 25, 1998 - April 24, 2000
HORNOR, TOWNSEND & KENT, LLC
August 6, 1998 - November 3, 1998
LLOYD WADE SECURITIES INC.
Primary Firm SEC Registration
ABACUS WEALTH PARTNERS
CRD#: 128590 / SEC#: 801-62557
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ABACUS WEALTH PARTNERS
CRD#: 128590 / SEC#: 801-62557
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,866 |
| AUM (Assets Under Management) | $ 3,270,847,563 |
Red Flags
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