Kevin Neacy

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2025 → 03/2025
  Cabrera Capital Markets
  Dunedin, FL
• 04/2016 → 10/2018
  Chateau On The Lake
  Bolton Landing, NY
• 07/2018 → 08/2019
  Town Of Bolton Landing
  Bolton Landing, NY
• 10/2019 → 03/2020
  The Sagamore Resort
  Bolton Landing, NY
• 01/2023 → 08/2023
  Northwestern Mutual
  Albany, NY
• 09/2020 → 12/2023
  Siena College
  Loudonville, NY
• 12/2023 → 12/2024
  The Sagamore Resort
  Bolton Landing, NY
• 03/2020 → 09/2020
  Unemployed
  Bolton Landing, NY
• 04/2025 → Present
  Citigroup
  Uniondale, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-08-19

Other Names

• Kevin M Neacy
• Kevin Michael Neacy
• Kevin Michael Neacy