MCGILL ADVISORS, INC.
CRD #111093 SEC #801-60113 CHARLOTTE, NC 704-426-6100
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
18
Clients
--
Accounts
4,135
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | NA | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | NA | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | NA | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | NA | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | NA | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | NA | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | NA | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | NA | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT | E | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT | E | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | D | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | D | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | D | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | D | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | D | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | D | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | D | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT | D | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT | D | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | C | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | C | Control |
| MCGILL, JOHN, KNOX | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | C | Control |
| MCGILL, JOHN, KNOX | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | C | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | C | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | C | Control |
| MCGILL, JOHN, KNOX | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | C | Control |
| MCGILL, JOHN, KNOX | I | VICE PRESIDENT | C | Control |
| MCGILL, JOHN, KNOX | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | C | Control |
| MCGILL, JOHN, KNOX | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT, TREASURER, AND CHIEF EXECUTIVE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT, TREASURER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT, TREASURER, AND CHIEF EXECUTIVE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT, TREASURER, AND CHIEF EXECUTIVE OFFICER | C | Control |
| SYTZ, ROBERT, VOORHEES | I | PRESIDENT, TREASURER, AND CHIEF EXECUTIVE OFFICER | C | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | B | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | B | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | B | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT AND DIRECTOR OF PORTFOLIO MANAGEMENT | B | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | A | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | A | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | A | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | A | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | A | Control |
| HARRELL, JEFFREY, ALTON | I | VICE PRESIDENT | A | Control |
| MILLER, BRETT, STEPHEN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, BRETT, STEPHEN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, BRETT, STEPHEN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, BRETT, STEPHEN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Feb 24, 2017 REGISTERED
Notice Filings (27)
AK AL AR CA CO DE FL GA IL IN MA MD MI MN MO NC NH NJ NM NV NY OH PA SC TN TX VA
Address
8816 RED OAK BLVDSUITE 260
CHARLOTTE, NC 28217
United States
Phone: 704-426-6100