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Charles Theodore O'NEill

Family Wealth Architects LLC

Weston, MA

CRD 4200383

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Employer firm

Family Wealth Architects LLC CRD 113233

Reported services (Item 5G)

  • REFERRALS TO OTHER INVESTMENT ADVISERS

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

Current Employers
Family Wealth Architects Llc

Belmont, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2001-08-15
  • MA RA
    APPROVED
    Since 2001-08-15

Branch Locations

Weston, MA • 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
O'NEill & Neylon Waltham MA 01/1979 Present
Family Wealth Architects, Llc Weston MA 06/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-28
  • S65 Uniform Investment Adviser Law Examination
    2001-06-28

View on SEC IAPD

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