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Iain Russell McNeil

Chief Operating OfficerVerita Strategic Wealth Partners, LLCCRD 7200114

About Iain Russell McNeil

Iain Russell McNeil is listed as Chief Operating Officer at Verita Strategic Wealth Partners, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Verita Strategic Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Iain Russell McNeil work?

Iain Russell McNeil is listed as Chief Operating Officer at Verita Strategic Wealth Partners, LLC on SEC Form ADV.

How much of Verita Strategic Wealth Partners, LLC does Iain Russell McNeil own?

Form ADV reports a beneficial ownership band of Under 5%.

Verita Strategic Wealth Partners, LLC

TitleChief Operating Officer
OwnershipUnder 5%
Control personYes
Since2025
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