William O'Neil Securities

Broker-DealerFINRA MemberEst. 1963
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
894
Registered since
December 3, 1963

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Gregory Jannetta

    Gregory Jannetta

    CEOCRD 2557823

  • Alexander Masotti

    Alexander Masotti

    General Counsel & Chief Compliance OfficerCRD 6375390

Contacts

3 of 27
  • Vida Bruozis

    Vida Bruozis

    Managing Director, Institutional SalesCRD 2558280

  • John Strack

    Managing DirectorCRD 1731440

  • Stephen Puleo

    Stephen Puleo

    Executive Director, Equity Sales TradingCRD 2300695

Unlock 24 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth