Senior Vice President &treasurer · Drexel Morgan & Co.
Lynda M. McFeeley
CRD 2617768 · Named on Form ADV at one SEC-registered adviser
At a glance
Drexel Morgan & Co., an SEC-registered wealth manager based in Radnor, PA with $607 million in regulatory assets, lists Lynda M. McFeeley on its Form ADV as Senior Vice President &treasurer.
Firms and roles
- Drexel Morgan & Co.Senior Vice President &treasurerWealth manager · Radnor, PA · $607M in regulatory assets
AtlasMembers
Lynda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lynda’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
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- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- George W. ConnellChairman, CEO and President, Drexel Morgan & Co.
- Marieelena V NessChief Compliance Officer, Drexel Morgan & Co.
- Paul S. RovnerSenior Vice President & Secretary, Drexel Morgan & Co.
- John F. McGillDirector, Drexel Morgan & Co.
- Bruce A. RosenfieldDirector, Drexel Morgan & Co.
1 more person named with Lynda on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lynda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.