William O'neill is a registered investment advisor, based in South Natick, MA, with 4 years of industry experience.
Location
8 Pleasant St, 2B, South Natick, MA, 01760
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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William assists in operations, marketing, and advisory services for Asset Strategy as a Business Operations Manager since October 2020. This takes a full-time commitment.
Employment History
Current Registrations
Dai Securities, LLCBroker
September 2025 - Present · 8 mos
Strategic Wealth Management LLC
August 2025 - Present · 9 mos
Previous Registrations
Concorde Asset Management, LLC
July 2025 - September 2025 · 2 mos
Concorde Investment Services, LLCBroker
January 2023 - September 2025 · 2 yrs 8 mos
Rcx Capital Group, LLCBroker
February 2022 - December 2022 · 10 mos
Asset Strategy Advisors, LLC
June 2021 - June 2025 · 4 yrs
State Registrations11 states
CACTFLIDMAMDMENCNHNYTX
AdvisorBrokerBoth
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.