Tony McNeill has been an investment adviser representative at Chelsea Advisory Services since January 2020, and is not listed among the firm’s executive officers or direct owners.
Chelsea Advisory Services, Inc is a Staten Island, NY firm with $147M under management, 552 clients and 25 advisers across 22 offices, as of its August 2026 filing.
Tony McNeill is Owner of McNeill Financial Partners, based in Raleigh, North Carolina. He has over 20 years of experience in financial services. McNeill Financial Partners provides financial services, retirement planning, college savings and education planning, and income planning, and he also provides insurance planning that includes long-term care, disability and life insurance.
Tony McNeill’s longest registration is the current one, 6 years at Chelsea Advisory Services since 2020. Before joining Chelsea Advisory Services in 2020, Tony McNeill was registered through Royal Alliance Associates, Inc. and Signator Investors, Inc.
- – present · 6 yearsKnightdale, NC · Adviser representative · Firm CRD 150791
- Royal Alliance Associates, Inc.– · under a yearRaleigh, NC · Adviser representative · Firm CRD 23131
- Signator Investors, Inc.– · 2 yearsRaleigh, NC · Adviser representative · Firm CRD 468
- Investors Capital Advisory– · 5 yearsKnightdale, NC · Adviser representative · Firm CRD 30613
Professional designations
Listed by Chelsea Advisory Services
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Tony McNeill is registered as an investment adviser representative in North Carolina, since January 2020.
- North CarolinaSince 2 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2010 |
| Series 66 | Uniform Combined State Law Examination | 15 June 2000 |
| Series 31 | Futures Managed Funds Examination | 26 May 2000 |
| Series 7 | General Securities Representative Examination | 17 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Full name
- Tony Earl McNeill
- CRD
- 4147862
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- Knightdale, NC
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- chfs.com
Where does Tony McNeill work?
Tony McNeill is an investment adviser representative registered through Chelsea Advisory Services, Inc since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Tony McNeill a financial advisor?
Yes. Tony McNeill has a current investment-adviser registration in North Carolina, through Chelsea Advisory Services since January 2020.
How many years of experience does Tony McNeill have?
Tony McNeill has 25 years in the financial industry, since January 2001, across 4 adviser firms.
What exams has Tony McNeill passed?
Tony McNeill has passed 4 licensing exams: the Series 7, Series 31, Series 66 and Series 65. The earliest, the Series 7, was passed in May 2000. FINRA credited Tony McNeill with the SIE, which began in October 2018.
Where did Tony McNeill work before Chelsea Advisory Services?
Before Chelsea Advisory Services, Tony McNeill was registered through Royal Alliance Associates, Inc., November 2018 to October 2019; Signator Investors, Inc., February 2016 to November 2018; Investors Capital Advisory, March 2010 to January 2016.
Where is Tony McNeill based?
Tony McNeill’s registered office is in Knightdale, NC.
Is Tony McNeill registered with FINRA?
Yes. Tony McNeill has a current broker registration, under CRD 4147862.
Source: FINRA BrokerCheck
How can I verify Tony McNeill’s record?
Search CRD 4147862 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tony McNeill’s full registration record.