Rosanna NeilCRD 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.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|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|
Total Assets Under Management531MILLIONS
Total Number of Accounts1,547ACCOUNTS
Average Account Value$343,041
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, SC, TN, TX, VA, WA
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