Neil Joseph Mager

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → Present
  Foundations Investment Advisors Llc
  Zelienople, AZ
• 06/2017 → Present
  Secure Money Advisors
  Zelienople, PA
• 01/2017 → 02/2017
  Tmd Holdings
  Pittsburgh, PA
• 01/2005 → 12/2016
  Definitely You
  Brentwood, PA
• 03/2017 → 05/2017
  Job Search
  Zelienople, PA
• 06/2020 → Present
  Secure Money Advisors
  Zelienople, PA
• 05/2026 → Present
  Bob & Cattle Llc
  Zelienople, PA

Other Businesses

SECURE MONEY ADVISORS; INVESTMENT-RELATED; ZELIENOPLE, PA; INSURANCE AGENT; 2017; APPROX. 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. BOB & CATTLE LLC DBA SECURE MONEY WEALTH AND TAX; YES INVESTMENT RELATED; 504 S. MAIN STREET, ZELIENOPLE, PA 16063; INSURANCE AND MARKETING COMPANY; OWNER; START DATE 05/2026; APPROX 0-1 HRS/MO; APPROX 0-1 HRS/MO DURING TRADING; GENERAL DUTIES INVOLVED WITH OWNERSHIP AND OPERATIONS OF AN INVESTMENT RELATED INSURANCE AND MARKETING COMPANY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-30