Aidan William McNally
Investment Adviser Representative at Westwood Management Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aidan William McNally is an investment adviser representative with Westwood Management Corp in Saint Paul, MN, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Gradient Wealth Management. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Minnesota.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
2 states and territories
Minnesota, Texas
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.
- Full Time Education - Henry Sibley High SchoolJan 2012 – Jun 2018Mendota Heights, MN
- Full Time Education - University of Minnesota Twin CitiesSep 2018 – Dec 2021Minneapolis, MN
- Mendakota Country ClubJun 2017 – Aug 2017Mendota Heights, MN
- West St Paul Parks & Rec DepartmentJun 2017 – Nov 2018West St Paul, MN
- Carbone's PizzeriaJun 2016 – Mar 2017West St Paul, MN
- Gradient SecuritiesMay 2019 – Jan 2020Arden Hills, MN
- M&E Catalyst GroupOct 2020 – Feb 2021Minneapolis, MN
- Gradient SecuritiesFeb 2021 – Dec 2024Arden Hills, MN
- Essential Edge Compliance OutsourcingDec 2024 – no end date reportedSanta Fe, NM
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Westwood Management Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
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
Westwood offers investment management capabilities across high-conviction equity and outcome-oriented solutions, as well as wealth management services including financial planning, trust and estate services, customized investment solutions, and financial services for charitable organizations.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Dallas, TX
- SEC file number:
- 801-18727
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aidan William McNally 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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