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 has been registered with the SEC since 1963. Public records identify the owner type as a domestic entity and individual ownership; the firm's regulatory classification is listed as unclassified. The FINTRX snapshot indicates limited disclosure about the firm's business model or advisory services: fee structure, client segments, and specific advisory activities are not provided in the source data. The profile data also flags several negative/absent attributes: the firm is not designated as a capital allocator, is not a multi-state adviser, is not an active ESG investor, and is not listed as a pension consultant or related adviser. Those entries suggest a narrow or private operating footprint, or simply that the dataset contains minimal reporting for this entity.
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 27
Vida Bruozis
Managing Director, Institutional SalesCRD 2558280
John Strack
Managing DirectorCRD 1731440

Stephen Puleo
Executive Director, Equity Sales TradingCRD 2300695
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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