Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Patrick Oneill, financial advisor La Jolla CA
93 score

Patrick Oneill

CRD Number: 6128379
Current Firm: Mwm

Patrick Oneill (CRD# 6128379) is an Investment Advisor Representative working at Mwm in La Jolla, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Mwm 1835, LLC La Jolla, CA Oct 2013 - Current 3
Aequitas Investment Management, LLC Lake Oswego, OR Nov 2010 - Jan 2014 3
Aequitas Capital Management, Inc. Lake Oswego, OR Nov 2010 - Feb 2013 2
The Cullen Group San Diego, CA Jun 2007 - Dec 2011 4
Malloy And Company La Jolla, CA Jan 2010 - Nov 2010 < 1
California Funding San Diego, CA Jun 2006 - Jan 2010 3
Jetset La Jolla, CA Feb 2006 - Jun 2006 < 1
Belo Nightclub San Diego, CA Feb 2005 - Jun 2006 1
California Western San Diego, CA Aug 2005 - May 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Patrick T. Oneill
Phone Number: 855-696-1835
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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