William O'Neil Securities
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 894
- Registered since
- December 3, 1963
- Website
- www.oneilsecurities.com
Firm profile
FINTRXOverview
William O'Neil Securities is organized as a corporation and shows an SEC registration date of 1963. The ownership is recorded as a combination of a domestic entity and an individual, and the firm’s classification is listed as unclassified. The snapshot indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset provided contains minimal detail about the firm’s commercial activities. There are no entries for client segments, fee schedules, specific business activities, or advisory services, so the public record here does not describe how the firm positions itself commercially or what advisory functions it performs.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Gregory Jannetta
CEOCRD 2557823

Alexander Masotti
General Counsel & Chief Compliance OfficerCRD 6375390
Contacts
3 of 24Md Ajaz
Research AnalystCRD 7717304
Peter Doerr
SalesCRD 2504259
John Strack
Managing DirectorCRD 1731440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 211 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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