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Rosanna Marie Neil

Chicory Wealth

Decatur, GA

CRD 7467593

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Employer firm

Chicory Wealth CRD 290887

$840M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Chicory Wealth

Decatur, GA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-01
  • VA RA
    APPROVED
    Since 2022-01-01

Branch Locations

Decatur, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chicory Wealth Arlington VA 10/2021 Present
The Population Institute Washington DC 03/2015 11/2017
Self-Employed Arlington VA 02/2018 03/2019
North American Marine Alliance Arlington VA 04/2019 09/2021
  • 10/2021 → Present
    Chicory Wealth
    Arlington, VA
  • 03/2015 → 11/2017
    The Population Institute
    Washington, DC
  • 02/2018 → 03/2019
    Self-Employed
    Arlington, VA
  • 04/2019 → 09/2021
    North American Marine Alliance
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-28
  • S65 Uniform Investment Adviser Law Examination
    2021-12-28
Designations
  • Certified Financial Planner
Other Names
  • Rozanne Marie Neil

View on SEC IAPD

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