Brendan O'neill (CRD# 4444893) is an Investment Advisor Representative working at Bny Mellon Advisors, Inc. in Pennington, NJ and has over 21 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bny Mellon Advisors, Inc. | Pennington, NJ | Jun 2023 - Current | < 1 |
| Pershing LLC | North Wales, PA | Sep 2011 - Current | 12 |
| Lockwood Advisors Inc. | North Wales, PA | Sep 2011 - Jun 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
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Total Assets Under Management19,690MILLIONS
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Total Number of Accounts103,756ACCOUNTS
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Average Account Value$189,769
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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