Judith W. Macnab

MITCHELL VAUGHT & TAYLOR

Chicago, IL 60604

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CRD#: 6880751

Professional summary

Judith Whitley Macnab, who also goes by Judy Macnab, Judith Whitley Mitchell, Judy Mitchell, Judith Anne Whitley, Judy Whitley, is a registered financial advisor currently at MITCHELL VAUGHT & TAYLOR INC located in Chicago, Illinois.

Judith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Judith has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Judy Macnab | Judith Whitley Mitchell | Judy Mitchell | Judith Anne Whitley | Judy Whitley

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 Judith Whitley Macnab'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

July 3, 2018 - Present

MITCHELL VAUGHT & TAYLOR INC

Office #1: 53 W. Jackson Suite 901, Chicago, IL 60604

RIA

CRD#: 106160

Chicago, IL

Past

July 3, 2018 - December 31, 2024

MITCHELL VAUGHT & TAYLOR INC

RIA

CRD#: 106160

CHICAGO, IL

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".

MITCHELL VAUGHT & TAYLOR INC

MITCHELL VAUGHT & TAYLOR INC | MITCHELL VAUGHT & WALKER INC

CRD#: 106160 / SEC#: 801-52668

RIA

Registered Investment Advisory firm - (8/12/1996 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

Illinois
(7/3/2018)

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

IAR

Series 65

Date: 7/3/2018

Uniform Investment Adviser Law Examination

Current Firm

MITCHELL VAUGHT & TAYLOR INC

MITCHELL VAUGHT & TAYLOR INC | MITCHELL VAUGHT & WALKER INC

CRD#: 106160 / SEC#: 801-52668

RIA

Registered Investment Advisory firm - (8/12/1996 Approved)

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Contact information

Main Address

53 W. Jackson Suite 901, Chicago, IL 60604

Mailing Address

Phone number

(312) 922-1717

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

MITCHELL VAUGHT AND TAYLOR ADV PARTS 2A AND 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	257
AUM (Assets Under Management)	$ 42,403,351

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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Judith W. Macnab

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judith Whitley Macnab's CRS (Customer Relationship Summary).

Certified licenses

Experience

MITCHELL VAUGHT & TAYLOR INC

MITCHELL VAUGHT & TAYLOR INC

Primary Firm SEC Registration

MITCHELL VAUGHT & TAYLOR INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2018

Current Firm

MITCHELL VAUGHT & TAYLOR INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MITCHELL VAUGHT & TAYLOR INC

TRUST BUT VERIFY

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