Merrill
46yrs
Top advisor by experience in York
20yrs
Clint Neff
Financial advisor at Strategic Advisers
Clint Neff has worked in the financial industry for 20 years and is a fiduciary financial advisor based in York, Pennsylvania. Clint has been with Strategic Advisers since 2025; before that, Clint spent three years at Fidelity Personal and Workplace Advisors and two years at Santander Securities. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 241 advisors with offices in York, and one of 225 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 15% by experience at Strategic Advisers
OfficeYork, PA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2021Santander Securities LLCPreviously
- Jan 2018 – Feb 2019Equitable Advisors, LLCPreviously
- Mar 2017 – Dec 2017MML Investors Services, LLCPreviously
- 2007 – 2017MSI Financial Services, Inc.Previously
- Aug 2007 – Dec 2007Thrivent Investment Management Inc.Previously
Contact Clint
(617) 563-7000Firm headquarters in Boston, MA. Ask for Clint. York, PAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Clint
Tailored to Clint’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Clint
How do I contact Clint?
Call Strategic Advisers at (617) 563-7000 and ask for Clint Neff. Clint works from the York, PA office.
How long has Clint been a financial advisor?
Clint has been in the industry since 2006, about 20 years. Top 15% by experience at Strategic Advisers.
What licenses does Clint hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Clint a fiduciary?
Clint is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Clint paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Clint for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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