Michael Stuart Mcneily

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial Llc
  Western Springs, IL

Previous Registrations

• 2007-04-27 → 2012-07-10
  Edward Jones
  Chicago, IL
  La Grange Park, IL
  St Louis, MO
  Brookfield, IL

Other Businesses

(1) 06/19/2012: McNeily and Company - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 07/30/2021 - Stone House Investors LLC - Not Investment Related - 1005 Westmoor Rd. Winnetka, IL 60093 - Business Entity For Tax/Investment Purposes Only - Start Date: 08/02/2021 - This is just an LLC for investment purposes into Posterity Health, Inc. through the LLC. The investment is convertible debt.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-20
• S63 Uniform Securities Agent State Law Examination
  2006-08-04