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Andrew Scott Mcnair

Swan Capital

Pensacola, FL

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Current Employers
Swan Capital

Pensacola, FL • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-01
AL RA APPROVED 2020-10-15
FL RA APPROVED 2019-12-06
  • NC RA
    APPROVED
    Since 2024-02-01
  • AL RA
    APPROVED
    Since 2020-10-15
  • FL RA
    APPROVED
    Since 2019-12-06

Branch Locations

Pensacola, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Swan Capital, Llc Pensacola FL 02/2012 Present
Ae Wealth Management Topeka KS 06/2016 10/2020
Swan Capital, Llc Pensicola FL 09/2019 Present
  • 02/2012 → Present
    Swan Capital, Llc
    Pensacola, FL
  • 06/2016 → 10/2020
    Ae Wealth Management
    Topeka, KS
  • 09/2019 → Present
    Swan Capital, Llc
    Pensicola, FL
Previous Registrations
Other Businesses

1) SWAN CAPITAL 107 GREGORY ST PENSACOLA FL INVESTMENT RELATED SALE OF LIFE INSURANCE AND ANNUITIES 11/2011-PRESENT 120 HOURS PER MONTH 120 HOURS DURING TRADING HOURS POSITION: CEO ---- 2) ADJUNCT PROFESSOR PENSACOLA STATE COLLEGE 1000 COLLEGE BLVD PENSACOLA FL NON-INVESTMENT RELATED TEACH COURSE ON LONG TERM CARE 1/2015-PRESENT 4 HOURS PER MONTH 0 DURING TRADING HOURS ----- 3) SWAN DIVORCE WEALTH STRATEGIES 107 GREGORY ST PENSACOLA FL INVESTMENT RELATED DIVORCE FINANCIAL ADVISING, PENSION VALUATIONS AND FACILITATING QDRO'S 11/2015-PRESENT 10 HOURS PER MONTH 8 HOURS DURING TRADING HOURS ---- 4) AUTHOR 107 GREGORY ST PENSACOLA FL NON-INVESTMENT RELATED WRITING AND SELLING BOOKS 2/2011-PRESENT 2 HOURS PER MONTH 0 HOURS DURING TRADING HOURS ---- 5) the name of the other business: McNair & Sulvap, LLC; whether the business is investment-related: No; the address of the other business: 107 W Gregory St Pensacola FL; the nature of the other business: Real Estate; your position: Manager; title, or relationship with the other business: - Owner and Manager; the start date of your relationship: 06/2017; the approximate number of hours/month you devote to the other business: 3; the number of hours you devote to the other business during securities trading hours: 1; and briefly describe your duties relating to the other business: Working with property management; ---- 6) the name of the other business: Swan Lake, LLC; whether the business is investment-related: No; the address of the other business: 107 W Gregory St Pensacola FL; the nature of the other business: Real Estate; your position: Manager; title, or relationship with the other business: - Owner and Manager; the start date of your relationship: 01/2020; the approximate number of hours/month you devote to the other business: 3; the number of hours you devote to the other business during securities trading hours: 1; and briefly describe your duties relating to the other business: Working with property management; ---- 7) the name of the other business: Luck 16:11, LLC; whether the business is investment-related: No; the address of the other business: 107 W Gregory St Pensacola FL; the nature of the other business: Real Estate; your position: Manager; title, or relationship with the other business: - Owner and Manager; the start date of your relationship: 01/2016; the approximate number of hours/month you devote to the other business: 3; the number of hours you devote to the other business during securities trading hours: 1; and briefly describe your duties relating to the other business: Working with property management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-25
  • S65 Uniform Investment Adviser Law Examination
    2013-03-25
Other Names
  • Andrew Mcnair

View on SEC IAPD

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