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Christopher Hayden O'NEill

Anchor Capital Advisors LLC

Boston, MA

CRD 6087186

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Employer firm

Anchor Capital Advisors LLC CRD 105540

$2.37B regulatory AUM 18 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:

Current Employers
Anchor Capital Advisors Llc

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-12-01
  • MA RA
    APPROVED
    Since 2021-12-01

Branch Locations

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Retail Management Andover MA 06/2012 Present
  • 06/2012 → Present
    Putnam Retail Management
    Andover, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-16
S63 Uniform Securities Agent State Law Examination 2012-09-07
  • S65 Uniform Investment Adviser Law Examination
    2015-06-16
  • S63 Uniform Securities Agent State Law Examination
    2012-09-07
Other Names
  • Christopher O'NEil

View on SEC IAPD

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