William Oneill (CRD# 7396734) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services | Natick, ME | Jan 2023 - Current | 1 |
| Rcx Capital Group, LLC | The Woodlands, TX | Jan 2022 - Current | 2 |
| Asset Strategy Advisors LLC | Natick, MA | Oct 2020 - Current | 3 |
| Unemployed | Natick, MA | Apr 2020 - Oct 2020 | < 1 |
| Wagsalot LLC | Holliston, MA | Sep 2016 - Mar 2020 | 3 |
| Northeast Playground Builders LLC | Braintree, MA | May 2006 - Jun 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- MA
-
Total Assets Under Management557MILLIONS
-
Total Number of Accounts539ACCOUNTS
-
Average Account Value$1,033,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MA, MN, NH, NJ, NY, PA, RI, TX, VA
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