JM
Jay D. Mcneill
MAIN STREET FINANCIAL
Harrison, NY 10528
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CRD#: 7432060
JM
Professional summary
Jay Donovan Mcneill is a registered financial advisor currently at MAIN STREET FINANCIAL located in Harrison, New York.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jay has worked at 1 firm .
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.
LaRusso & McNeill LLC; Managing Member; non-investment related; 01/2017; Harrison, NY; Mr. McNeill provides tax, accounting and consulting services to individuals and small businesses; 320 hours / month Feb - April 15, 200 hours per month remainder of year during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Donovan Mcneill'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 10, 2021 - Present
MAIN STREET FINANCIAL
Office #1: 550 Mamaroneck Avenue Suite 402, Harrison, NY 10528RIA
CRD#: 118130
Harrison, NY
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".
MS
MAIN STREET FINANCIAL
MAIN STREET FINANCIAL | MAIN STREET FINANCIAL LLC
CRD#: 118130 / SEC#: 801-76458
RIA
Registered Investment Advisory firm - (5/3/2012 Approved)Connecticut
Registered Investment Advisory firm - (12/12/2012 Terminated)New York
Registered Investment Advisory firm - (12/11/2012 Terminated)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
New York(9/10/2021)
Exams
Current Firm
MS
MAIN STREET FINANCIAL
MAIN STREET FINANCIAL | MAIN STREET FINANCIAL LLC
CRD#: 118130 / SEC#: 801-76458
RIA
Registered Investment Advisory firm - (5/3/2012 Approved)Connecticut
Registered Investment Advisory firm - (12/12/2012 Terminated)New York
Registered Investment Advisory firm - (12/11/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
550 Mamaroneck Avenue Suite 402, Harrison, NY 10528
Mailing Address
Phone number
(914) 698-8303
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 264 |
| AUM (Assets Under Management) | $ 61,328,487 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
