Michael J. Neill

MARATHON FINANCIAL GROUP

Bradenton, FL

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CRD#: 6515915

Professional summary

Michael James Neill is a registered financial advisor currently at MARATHON FINANCIAL GROUP located in Bradenton, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NewEdge Advisors, LLC; DBA Marathon Financial Group - Investment Related - Director of Investments/Trading - 100% of time is devoted to this activity - at reported business location.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Neill'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

October 7, 2025 - Present

MARATHON FINANCIAL GROUP

RIA

CRD#: 338006

Bradenton, FL

Past

March 19, 2024 - October 1, 2025

NEWEDGE ADVISORS

RIA

CRD#: 171351

St. Petersburg, FL

Past

March 22, 2023 - March 12, 2024

CORIENT

RIA

CRD#: 319448

ST. PETERSBURG, FL

Past

July 1, 2022 - March 31, 2023

CI DOYLE PRIVATE WEALTH, LLC

RIA

CRD#: 134503

ST. PETERSBURG, FL

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

Florida
(10/7/2025)

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

Current Firm

MARATHON FINANCIAL GROUP

MARATHON FINANCIAL GROUP | MARATHON WEALTH ADVISORS, LLC

CRD#: 338006 / SEC#: 801-134223

RIA

Registered Investment Advisory firm - (8/29/2025 120-Day Approval)

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Contact information

Main Address

131 Dartmouth Street 3rd Floor, Boston, MA 02116

Mailing Address

Phone number

(857) 201-3420

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MARATHON WEALTH ADVISORS, LLC (9/19/2025)

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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Michael J. Neill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Neill's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARATHON FINANCIAL GROUP

NEWEDGE ADVISORS

CORIENT

CI DOYLE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

MARATHON FINANCIAL GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

MARATHON FINANCIAL GROUP

TRUST BUT VERIFY

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