Cameron O'neillCRD Number: 5911194
Current Firm: Morgan Stanley
Cameron O'neill (CRD# 5911194) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Wealth Management||Tampa, FL||Apr 2011 - Current||6|
|University Of South Florida||Tampa, FL||Aug 2008 - May 2012||3|
|Carrabba's Italian Grill||Tampa, FL||Aug 2009 - Apr 2012||2|
|Maple Grove Jr./sr. High School||Tampa, FL||Sep 2002 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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)
- Educational seminars/workshops