William O'Neil Securities

Broker-DealerFINRA Member
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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
  • Vida Bruozis

    Vida Bruozis

    Managing Director, Institutional SalesCRD 2558280

  • John Strack

    Managing DirectorCRD 1731440

  • Andrew Frankenberger

    Andrew Frankenberger

    Equity Derivative SalesCRD 2363195

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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