Mitchell O'neill
Mitchell O'neill is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Leland, NC, with 31 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Leland, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell operates Fifth and Forbes Financial as a DBA for investments, providing financial services and managing clients since March 2024. This activity takes nearly all of Mitchell's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
Penn Capital Financial Services, INC.Broker
First Affiliated SecuritiesBroker
State Registrations13 states
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