William O'Neil Securities

Broker-DealerFINRA MemberEst. 1963
Total AUM
Advisory reps
27
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. Ownership is reported as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the source data. The record indicates a narrow set of regulatory/operational attributes: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser. It is also not described as a newly formed adviser, a pension consultant, or a related adviser. The firm did not supply details about its client segments, fee schedules, specific business lines, or advisory activities in the material provided.

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 25
  • Md Ajaz

    Md Ajaz

    Research AnalystCRD 7717304

  • Peter Doerr

    SalesCRD 2504259

  • John Strack

    Managing DirectorCRD 1731440

Unlock 22 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