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 SEC-registered since 1963. The FINTRX snapshot identifies the owner type as a combination of a domestic entity and an individual and classifies the firm as unclassified. The profile indicates the firm is not tracked as a capital allocator and is not flagged as an active ESG investor. Several standard adviser attributes in the snapshot are negative: it is not listed as a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The report does not include a description of the firm's advisory or business activities.
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 24
Md 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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