CM
Christopher R. Mcneil
MARIDEA WEALTH MANAGEMENT
SHAVANO PARK, TX 78231
Some features on this profile are disabled
CRD#: 6724162
CM
Professional summary
Christopher Ryan Mcneil, who also goes by Christopher Mcneil, is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Shavano Park, Texas and PRIVATE CLIENT SERVICES, LLC located in San Antonio, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Christopher has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Mcneil
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.
1) Name: Particepts LLC Inv rel: Y Add: 8815 Shaenwest San Antonio, TX. 78254 Nature: Simple rental property Position: Owner Start date: 2015 No. HR/MO: 0 No. HR/MO during sec trading: 0 2) Name: Particepts LLC Inv rel: Y Add: 25026 Arrow Ridge San Antonio, TX. 78258 Nature: Simple rental property Position: Owner Start date: 2014 No. HR/MO: 0 No. HR/MO during sec trading: 0 3) Name: Greater San Antonio Emergency Physicians Inv rel: N Add: 4204 Gardendale, #312 San Antonio, TX. 78229 Nature: Physician Position: Part-time physician Start date: 2002 No. HR/MO: 24 No. HR/MO during sec trading: 0 4) Name: Particepts LLC Inv rel: Y Add: 18502 Eagle Ford San Antonio, TX. 78258 Nature: Simple rental property Position: Partner/ Owner Start date: 2014 No. HR/MO: 2 No. HR/MO during sec trading: 0. 5) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 6) Name: VitalStone Financial, LLC; DBA Position: Co-Owner. 7) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue Suite 401, Brooklyn, NY 11249; Registered Investment Advisor; Start date: 09/2024; Investment advisory services offered through Maridea Wealth Management LLC. Mr. McNeil serves as an Investment Advisor Representative ("IAR") for Maridea Wealth Management LLC since 09/2024.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ryan Mcneil'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
September 20, 2024 - Present
MARIDEA WEALTH MANAGEMENT
Office #1: 3009 Napier Park, Shavano Park, TX 78231RIA
CRD#: 325523
SHAVANO PARK, TX
Current
October 2, 2020 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 3009 Napier Park Ste 101, San Antonio, TX 78231RIA
BD
CRD#: 120222
San Antonio, TX
Past
October 1, 2020 - November 22, 2024
VITALSTONE FINANCIAL, LLC
RIA
CRD#: 310485
SHAVANO PARK, TX
Past
March 25, 2017 - October 6, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
San Antonio, TX
Past
March 25, 2017 - October 6, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
San Antonio, TX
Past
March 2, 2017 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SAN ANTONIO, TX
Past
December 27, 2016 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SAN ANTONIO, TX
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".
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - (1/31/2024 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.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
California(10/2/2020)
RR
Colorado(10/2/2020)
RR
Florida(10/2/2020)
RR
Georgia(10/2/2020)
RR
Idaho(10/2/2020)
RR
Illinois(10/2/2020)
RR
New York(10/2/2020)
RR
North Carolina(10/2/2020)
RR
Texas(10/2/2020)
IAR
Texas(9/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - (1/31/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
25 Kent Avenue Suite 401, Brooklyn, NY 11249
Mailing Address
Phone number
(347) 289-5227
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,509 |
| AUM (Assets Under Management) | $ 469,226,780 |
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.
