William O'Neil Securities

Broker-DealerFINRA MemberEst. 1963
Total AUM
Advisory reps
26
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 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

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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

FINTRX

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 24
  • Md Ajaz

    Md Ajaz

    Research AnalystCRD 7717304

  • Peter Doerr

    SalesCRD 2504259

  • John Strack

    Managing DirectorCRD 1731440

Unlock 21 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