Rosanna Neil, financial advisor Decatur GA

Rosanna Neil

CRD Number: 7467593
Current Firm: Chicory Wealth

Rosanna Neil (CRD# 7467593) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Chicory Wealth Arlington, VA Oct 2021 - Current < 1
North American Marine Alliance Arlington, VA Apr 2019 - Sep 2021 2
Self-employed Arlington, VA Mar 2018 - Mar 2019 1
Unemployed Arlington, VA Dec 2017 - Feb 2018 < 1
The Population Institute Washington, DC Mar 2015 - Nov 2017 2
Paul Hastings LLP Washington, DC Jun 2012 - Feb 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Rosanna M. Neil
Phone Number: (404) 294-5917
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    531
    MILLIONS
  • Total Number of Accounts
    1,547
    ACCOUNTS
  • Average Account Value
    $343,041
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, SC, TN, TX, VA, WA

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