Thomas O'neill
Thomas O'neill is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Mount Laurel, NJ, with 43 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.
Fee Estimator
Location
3000 Atrium Way, Suite 200, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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