Kelly O'neill, financial advisor Williamsville NY

Kelly O'neill

CRD Number: 4252455
Current Firm: Wells Fargo Advisors

Kelly O'neill (CRD# 4252455) is an Investment Advisor Representative working at Wells Fargo Advisors in Williamsville, NY and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Williamsville, NY May 2015 - Current 9
Edward Jones St Louis, MO Jul 2002 - Mar 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Kelly O'neill
Phone Number: 314-875-3000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    154,192
    MILLIONS
  • Total Number of Accounts
    346,499
    ACCOUNTS
  • Average Account Value
    $445,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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