Graham Edward Macneill

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2016 → 11/2018
  Newbridge Securities Corporation
  Boca Raton, FL
• 04/2016 → 12/2016
  Labor Finders
  Austin, TX
• 02/2019 → 07/2020
  National Asset Managment
  Boca Raton, FL
• 08/2020 → 06/2022
  Transamerica Financial Advisors, Inc
  St Petersburg, FL
• 07/2020 → 06/2022
  World Financial Group, Inc.
  St Petersburg, FL
• 02/2019 → 07/2020
  National Securities
  Boca Raton, FL
• 04/2016 → 12/2016
  Cardinal Construction
  Austin, TX
• 12/2018 → 02/2019
  Unemployed
  Boca Ratonf, FL
• 06/2022 → 02/2025
  Crowdstreet Capital Llc
  Austin, TX
• 06/2022 → 02/2025
  Crowdstreet Advisors Llc
  Austin, TX
• 06/2022 → 02/2025
  Crowdstreet Inc
  Austin, TX
• 04/2025 → Present
  Osaic
  Scottsdale, AZ

Previous Registrations

• 2022-07-05 → 2025-02-21
  Crowdstreet Advisors, Llc
  New York, NY
  Boynton Beach, FL
  Melbourne, FL
  Melbourne, FL
• 2020-08-26 → 2022-06-14
  Transamerica Financial Advisors, Llc
  St Petersburg, FL
  Johns Creek, GA
• 2019-02-22 → 2020-07-24
  B. Riley Wealth Advisors, Inc.
  Boca Raton, FL
  Boca Raton, FL
• 2017-03-01 → 2018-12-14
  Nfsg Corporation
  Boca Raton, FL
• 2015-09-16 → 2016-04-19
  Bok Financial Securities, Inc.
  Tulsa, OK
• 2003-12-08 → 2009-04-20
  Ameriprise Financial Services, Llc
  Raleigh, NC
  Minneapolis, MN
  Raleigh, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-24
• S66 Uniform Combined State Law Examination
  2003-12-05