Patrick Edward Oneil

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2013 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2004-10-20 → 2006-11-28
  Banc Of America Investment Services, Inc.
  Ludlow, MA
  Turners Falls, MA
  Easthampton, MA
  Ludlow, MA
  Holyoke, MA
  Holyoke, MA
• 2003-07-29 → 2004-10-20
  Quick & Reilly, Inc.
  East Hampton, MA

Other Businesses

1)PATRICK O'NEIL, 5 SPRING HILL RD, BELCHERTOWN, MA, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 09/01/07, NIR, 2 HR/MO- 2/TRADING HR. 2)HAMPDEN COUNTY REGIONAL RETIREMENT BOARD, 67 HUNT STREET STE 116, AGAWAM MA, MUNICIPAL RETIREMENT BOARD- BOARD MEMBER 12/01/1999 3 HR/MO- 3 HR/MO DURING SEC TRADING 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 09/17/13 4)COLLEGE FINANCIAL AID SOLUTIONS (DOES NOT INCLUDE 529 PLANS) PO BOX 1200, BELCHERTOWN, MA., 5/2010 AS OWNER. DEVOTES 3 HR/MO- 2 HR/TRADING. 5)ARPC, LLC, 5 SPRING HILL RD, BELCHERTOWN, MA. REAL ESTATE OWNER. BEGAN 10/01/2007- OWNER OF VACATION PROPERTY, AND OTHER REAL ESTATE. DEVOTES 5 HR/MO- NONE DURING TRADING. 6)P.O. Box 1200, 5 Spring Hill Rd, Belchertown MA 01007, United States, 10/09/2024, Owner, DBA Name, INV REL, 40 HR/MO- 40 HR/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-11
• S63 Uniform Securities Agent State Law Examination
  1996-09-16

Other Names

• Patrick E Oneil