NEARY, FRANCIS M CPA
Firm details
- Headquarters
- MELVILLE, New York
- CRD number
- 124754
- Website
- www.francisnearycpapc.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1FRANCIS NEARY
PresidentCRD 2305361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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