Andrew McNair, financial advisor Pensacola FL

Andrew McNair

CRD Number: 6182740
Current Firm: Swan Capital

Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 11 years of experience in the finance industry.

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Familywealth
Company Name Location Dates Years
Swan Capital, LLC Pensicola, FL Sep 2019 - Current 4
Swan Capital, LLC Pensacola, FL Feb 2012 - Current 12
Ae Wealth Management Topeka, KS Jun 2016 - Oct 2020 4
Global Financial Private Capital Pensacola, FL Apr 2014 - Jun 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew S. McNair
Phone Number: (850) 380-9558
Registered State(s):
  • AL
  • FL
  • NC
Current Firm Details
Swan Capital
Firm's CRD Number: 305793
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $91,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, GA, NC, TX

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