DM
Drew J. Mcneil
WE FAMILY OFFICES
New York, NY 10020
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CRD#: 7514072
DM
Professional summary
Drew Jonathan Mcneil is a registered financial advisor currently at WE FAMILY OFFICES located in New York, New York.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Drew 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.
Wren Investment Office Ltd., investment related business, 84 Eccleston Sq, London, UK, Head of Client Relationships at Wren Investment Office providing investment advice to clients outside of the US. Employed since September 2016. Approximately 165 hours per month/during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Drew Jonathan 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
March 8, 2022 - Present
WE FAMILY OFFICES
Office #1: 1270 6th Avenue, New York, NY 10020RIA
CRD#: 109869
New York, 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".
WF
WE FAMILY OFFICES
GENSPRING FAMILY OFFICES | WE FAMILY OFFICES | W.E. FAMILY OFFICES, LLC | TBK INVESTMENTS, INC. | GENSPRING INTERNATIONAL LLC | GENSPRING FAMILY OFFICES INTERNATIONAL LLC
CRD#: 109869 / SEC#: 801-60025
RIA
Registered Investment Advisory firm - (2/14/2001 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
New York(3/8/2022)
Exams
Current Firm
WF
WE FAMILY OFFICES
GENSPRING FAMILY OFFICES | WE FAMILY OFFICES | W.E. FAMILY OFFICES, LLC | TBK INVESTMENTS, INC. | GENSPRING INTERNATIONAL LLC | GENSPRING FAMILY OFFICES INTERNATIONAL LLC
CRD#: 109869 / SEC#: 801-60025
RIA
Registered Investment Advisory firm - (2/14/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 825-2225
Established
Firm type
Fiscal year end
# of Employees
63
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 107 |
| AUM (Assets Under Management) | $ 15,364,800,717 |
Red Flags
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