AM
Ashley M. Macneill
VISTA EQUITY PARTNERS CAPITAL MARKETS
New York, NY 10001
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CRD#: 5778003
AM
Professional summary
Ashley M Macneill, who also goes by Ashley Macneill, is a registered financial professional currently at VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC located in New York, New York.
Ashley is registered as a RR (Registered Representative) and started their career in finance in 2010. Ashley has worked at 2 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 79 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Ashley Macneill
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.
CRS (Client Relationship Summary) - BD
Click below to view Ashley M Macneill's 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®
NoneExperience
Current
June 6, 2025 - Present
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
Office #1: 50 Hudson Yards Floor 77, New York, NY 10001Office #2: 50 Hudson Yards Floor 77, New York, NY 10001BD
CRD#: 332887
New York, NY
Past
November 18, 2010 - May 23, 2022
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
New York, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/26/2025)
RR
Alaska(6/18/2025)
RR
Arizona(7/16/2025)
RR
Arkansas(8/13/2025)
RR
California(6/18/2025)
RR
Colorado(7/3/2025)
RR
Connecticut(7/29/2025)
RR
Delaware(7/14/2025)
RR
District of Columbia(7/17/2025)
RR
Florida(8/5/2025)
RR
Georgia(6/18/2025)
RR
Hawaii(7/11/2025)
RR
Idaho(6/18/2025)
RR
Illinois(8/8/2025)
RR
Indiana(8/5/2025)
RR
Iowa(6/18/2025)
RR
Kansas(6/23/2025)
RR
Kentucky(6/18/2025)
RR
Louisiana(7/7/2025)
RR
Maine(7/21/2025)
RR
Maryland(7/8/2025)
RR
Massachusetts(8/28/2025)
RR
Michigan(6/18/2025)
RR
Minnesota(7/7/2025)
RR
Mississippi(6/18/2025)
RR
Missouri(7/7/2025)
RR
Montana(7/3/2025)
RR
Nebraska(6/25/2025)
RR
Nevada(6/18/2025)
RR
New Hampshire(8/11/2025)
RR
New Jersey(8/1/2025)
RR
New Mexico(8/7/2025)
RR
New York(6/11/2025)
RR
North Carolina(6/19/2025)
RR
North Dakota(7/28/2025)
RR
Ohio(6/18/2025)
RR
Oklahoma(6/18/2025)
RR
Oregon(6/18/2025)
RR
Pennsylvania(6/18/2025)
RR
Puerto Rico(8/1/2025)
RR
Rhode Island(6/18/2025)
RR
South Carolina(7/10/2025)
RR
South Dakota(7/22/2025)
RR
Tennessee(7/18/2025)
RR
Texas(6/25/2025)
RR
Utah(6/26/2025)
RR
Vermont(7/21/2025)
RR
Virgin Islands(8/21/2025)
RR
Virginia(7/14/2025)
RR
Washington(6/23/2025)
RR
West Virginia(7/10/2025)
RR
Wisconsin(7/23/2025)
RR
Wyoming(7/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 6/6/2025
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 5/9/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VE
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
CRD#: 332887 / SEC#: , 8-71280
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
50 Hudson Yards Floor 77, New York, NY 10001
Mailing Address
50 Hudson Yards Floor 77, New York, NY 10001
Phone number
(212) 804-9100
Established
Delaware since 08/05/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
