Adam David Mc Neill
Investment Adviser Representative at Mcneill Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam David Mc Neill is an investment adviser representative with Mcneill Capital, LLC in Saratoga Springs, NY, where they have been registered since 2021, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- McNeill Financial Group, LLCSep 2010 – no end date reportedSaratoga Springs, NY
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mcneill Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Family Office & Wealth Management (holistic investment strategy, multi-generational planning, private market access); CIO Services for Corporations (strategic investment leadership for closely held businesses); Private Equity & Real Estate Asset Management (institutional-grade deal evaluation, co-investment strategy, fund sourcing, and direct asset management for private real estate holdings).
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Saratoga Springs, NY
- SEC file number:
- 801-129522
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileSimilar advisors in Saratoga Springs, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam David Mc Neill has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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