Brendan Oneill
Brendan Oneill is a registered investment advisor at Bny Mellon Securities Corporation, based in New York, NY, with 24 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 3,734 clients with $8.4B 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 | 0.50% |
Fees vary by program sponsor and strategy, typically ranging from 0.00% to 0.50% annually, paid out of the wrap fee charged by the program sponsor.
Fee Estimator
Location
200 Park Avenue, New York, NY, 10166
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Bny Advisors
Previous Registrations
Lockwood Capital Management, INC
Pershing LLCBroker
Rittenhouse Asset Management, INC.
Nuveen Investments, LLCBroker
State Registrations52 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
More Advisors
- Fei Tsum, CFPBny Mellon Securities Corporation
- Michael MurphyBny Mellon Securities Corporation
- Peter Sobel, CFPBny Mellon Securities Corporation
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.