Michael Gaetano O'NEil

Employer firm

International Assets Investment Management, LLC CRD 144426

$2.57B regulatory AUM 42 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2013 → 11/2018
  Raymond James Financial Services, Inc
  Hingham, MA
• 04/2013 → Present
  O'NEil Wealth Services, Llc
  Hingham, MA
• 11/2018 → 03/2019
  Patriot Financial Group
  Westborough, MA
• 09/2019 → 10/2020
  Patriot Wealth Strategies, Llc
  Princeton, MA
• 04/2013 → 11/2018
  Raymond James Financial Services Advisors Inc.
  Higham, MA
• 10/2020 → Present
  International Assets Investment Management, Llc
  Hanover, MA

Previous Registrations

• 2019-10-01 → 2020-11-06
  Patriot Wealth Strategies, Llc
  Hingham, MA
  Shrewsbury, MA
• 2018-11-30 → 2019-03-27
  The Patriot Financial Group, Llc
  Hingham, MA
  Walpole, MA
• 2013-04-12 → 2018-11-28
  Raymond James Financial Services Advisors, Inc
  Hanover, MA
  Hingham, MA
• 2001-01-04 → 2008-01-14
  Ubs Financial Services Inc.
  Boston, MA
  Boston, MA

Other Businesses

O'NEIL WEALTH SERVICES, LLC 41 GARDNER WAY, HANOVER, MA 02339 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER/PRESIDENT SINCE 4/2013 - APPROX 160 HRS/MO - FEES/COMMISSIONS

Exams

• S66 Uniform Combined State Law Examination
  2000-04-26