Kevin O'NEil

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
• 10/2013 → Present
  Bank Of America, N.A.
  Savannah, GA

Other Businesses

I*94641 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KIWANIS OF SKIDAWAY INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAVANNAH, GEORGIA 31411 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 6/2/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: KIWANIS HELPS AT RISK CHILDREN IN OUR AREA. WE MEET WEEKLY ON THURSDAYS AND I HAVE BEEN ASKED TO JOIN THE BOARD AFTER BEING A MEMBER. MY RESPONSIBILITY WILL BE TO ASSIST WITH FUNDRAISING EVENTS AND DECISIONS THAT MAY BE BROUGHT IN FRONT OF THE BOARD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-18
• S63 Uniform Securities Agent State Law Examination
  2011-10-13

Other Names

• Kevin Christopher Oneil
• Kevin C Oneil