Graham Edward Macneill
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Graham Edward Macneill is an investment adviser representative with Osaic Wealth, Inc. in Melbourne, FL, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 7 firms, including Crowdstreet Advisors, LLC and Transamerica Financial Advisors, Inc. They have passed 7 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 Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
2 states and territories
Florida, 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.
- Newbridge Securities CorporationDec 2016 – Nov 2018Boca Raton, FL
- Labor FindersApr 2016 – Dec 2016Austin, TX
- National Asset ManagmentFeb 2019 – Jul 2020Boca Raton, FL
- Transamerica Financial Advisors, IncAug 2020 – Jun 2022St Petersburg, FL
- World Financial Group, Inc.Jul 2020 – Jun 2022St Petersburg, FL
- National SecuritiesFeb 2019 – Jul 2020Boca Raton, FL
- Cardinal ConstructionApr 2016 – Dec 2016Austin, TX
- UnemployedDec 2018 – Feb 2019Boca Ratonf, FL
- CrowdStreet Capital LLCJun 2022 – Feb 2025Austin, TX
- CrowdStreet Advisors LLCJun 2022 – Feb 2025Austin, TX
- CrowdStreet IncJun 2022 – Feb 2025Austin, TX
- OsaicApr 2025 – no end date reportedScottsdale, AZ
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
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
- Firm account minimum
- $5,500 (waivable)
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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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. Graham Edward Macneill 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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