Edward O'neill
Edward O'neill is a registered investment advisor at Cetera Investment Advisers LLC, based in Westbury, NY, with 24 years of industry experience. Edward 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
1400 Old Country Rd, Suite 316, Westbury, NY, 11590
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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 →Other Business ActivitiesSells Insurance
Edward owns an accounting and tax practice (Ed O'Neill LTD) since 1996, taking up nearly full-time hours. He also owns an investment practice (EON Enterprises Inc) since 2009, also taking up about half his time, and is involved in life and health insurance sales, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
State Registrations14 states
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