Eugene Oneill

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1982 → Present
  Eugene O'NEill, Cpa
  Scarsdale, NY
• 07/1999 → 09/2025
  Avantax Investment Services, Inc.
  Scarsdale, NY
• 12/1999 → 09/2025
  Avantax Advisory Services
  Scarsdale, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-31 → 2025-09-05
  Avantax Advisory Services
  Scarsdale, NY

Other Businesses

1) 230 Garth Road Owners Inc~'NIR'~230 Garth Rd~Scarsdale~NY~10583~Elected/Appointed Official~Other~12/21/2004~6hrs~0hrs~Member of Board of Directors and Treasurer of the Corporation 2) Eugene O'Neill, CPA~'NIR'~50 Main Street, 10th FL~White Plains~NY~10606~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1973~160hrs~160hrs~CPA/CFP

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-19
• S63 Uniform Securities Agent State Law Examination
  1999-07-16

Other Names

• Eugene D Oneill
• Gene Oneill
• Eugene Oneill