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. The firm is listed as owned by a domestic entity/individual and is classified as "Unclassified" in the dataset. It does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm also is not marked as a newly formed adviser, a pension consultant, or a related adviser.
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 2GREGORY JANNETTA
CEOCRD 2557823
ALEXANDER MASOTTI
General Counsel & Chief Compliance OfficerCRD 6375390
Contacts
3 of 23Md 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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