Mcinerney Investment Advisors

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
9
Advisory reps
4

Firm details

Headquarters
Orlando, Florida
CRD number
146524
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcinerney Investment Advisors is a small, Florida-based corporate advisory firm run by an individual owner. The firm provides financial planning and acts as a capital allocator, including the selection of third‑party advisers to implement portions of client programs. Its fee arrangements include hourly and fixed fees along with other custom fee structures. The firm does not identify as an active ESG investor and is registered only in Florida rather than operating across multiple states. It is not positioned as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • John Mcinerney

    John Mcinerney

    President, Cco & Managing MemberCRD 5492616

  • Patricia Mostafa

    Manager - Annuity ServicesCRD 7510486

  • Justin King

    Investment Advisor RepresentativeCRD 8008098

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
200 E Robinson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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