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 with domestic and individual ownership. The firm's record is classified as "Unclassified" and identifies it as not serving as a capital allocator. The dataset flags the firm as not an active ESG investor and indicates it is not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Publicly provided fields for client base, fee structure, business activities and advisory activities are not populated in the source data, which limits the ability to describe the firm's target clients, service model, or investment approach from this record alone.
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 25
Vida Bruozis
Managing Director, Institutional SalesCRD 2558280
John Strack
Managing DirectorCRD 1731440

Andrew Frankenberger
Equity Derivative SalesCRD 2363195
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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