TrueAdvisor
TrueAdvisor
CO
CO

Christopher O'neill

Hilton Capital Management, LLC
22 Years of Experience
Garden City, NY
View SEC Summary
View SEC Summary

Christopher O'neill is a registered investment advisor at Hilton Capital Management, LLC, based in Garden City, NY, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,647 clients with $3.2B in assets under management.

Hilton Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
1,647 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fee rates vary between 0.12% and 1.25% depending on assets under management and service type. Rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1050 Franklin Avenue, 5th Floor, Garden City, NY, 11530

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Christopher is the President and CEO of Hilton Capital Management, an affiliated investment advisor of Rafferty Capital Markets. He is also a passive investor in JDO Partnership LLC and 2 G O'Neills and Turkey Bridge, LLC.

Employment History
Current Registrations
Hilton Capital Management, LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Keane Securities CO., INC.Broker
October 2009 - May 2010 · 7 mos
Rafferty Capital Markets, LLCBroker
December 2004 - November 2023 · 18 yrs 11 mos
Cdm Specialists LLCBroker
October 2003 - January 2004 · 3 mos
Cohen, Duffy, Mcgowan & CO. LLCBroker
October 2003 - January 2004 · 3 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Garden City, NY →All financial advisors in New York →