# NEIL GRAHAM MCINNIS

NEIL GRAHAM MCINNIS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with PENSION & WEALTH MANAGEMENT ADVISORS, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PENSION & WEALTH MANAGEMENT ADVISORS, INC.](https://search.stillhousedata.com/firm/309546) | 2026-06-01 | present | Yes |
| [PENSION & WEALTH MANAGEMENT ADVISORS, INC.](https://search.stillhousedata.com/firm/309546) | 2020-07-11 | 2025-12-31 | — |
| [KASTEL CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/226520) | 2019-07-03 | 2020-12-08 | — |
| [BAY COLONY ADVISORS](https://search.stillhousedata.com/firm/152583) | 2018-01-02 | 2019-07-01 | — |
| [PENSION & WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/139640) | 2006-03-02 | 2020-12-01 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2003-10-23 | 2017-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1521962)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1521962.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.