NEARY, FRANCIS M CPA

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MELVILLE, New York
CRD number
124754
Fee structure
Other

Firm profile

FINTRX

Overview

Francis M. Neary operates this firm as a sole proprietorship that also identifies with accounting industry affiliation. The entity is classified as unclassified in the source data and is owned and run by an individual — Francis M. Neary. The record lists a nonstandard fee arrangement described as "Other." The firm is not identified as a capital allocator, does not report active ESG investing, is not a multi-state adviser, and is not described as a pension consultant or related adviser. SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • FRANCIS NEARY

    PresidentCRD 2305361

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MELVILLE, NY

SUFFOLK

Location

MELVILLE, NY

Headquartered in MELVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
445 Broadhollow Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth