Jay McNeill
Main Street Financial · Purchase, New York
Jay McNeill is a fee-only financial advisor at Main Street Financial in Purchase, New York, who holds the CFP credential. Main Street Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Main Street Financial |
|---|---|
| Based in | Purchase, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $71.1M across 267 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7432060 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mainstfinancial.com |
| Profile |
How Jay's firm compares
- Main Street Financial's average account is about $266,000, from its Form ADV (assets managed divided by 267 accounts).
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Questions about Jay
Is Jay McNeill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Main Street Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Main Street Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jay McNeill based?
Jay McNeill is based in Purchase, New York.
What credentials does Jay McNeill hold?
Jay McNeill holds the CFP credential.
Is Jay McNeill registered with the SEC?
Yes. Jay McNeill is registered as an investment adviser representative in NY (CRD 7432060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Financial manage?
Main Street Financial reports $71.1M across 267 accounts in assets under management.
How do I contact Jay McNeill?
Through Jay's website, www.mainstfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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