Daniel J O'NEill

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 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

• 06/2015 → 07/2018
  Sii
  Needham Heights, MA
• 07/2018 → 09/2023
  First Republic Investment Management, Inc.
  Boston, MA
• 07/2018 → 09/2023
  First Republic Securities Company, Llc
  Boston, MA
• 09/2023 → 07/2024
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → 07/2024
  Jp Morgan Chase Bank, N.A.
  Boston, MA
• 07/2024 → Present
  Rockefeller Financial Llc
  Boston, MA

Previous Registrations

• 2018-07-24 → 2024-07-09
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA
• 2023-11-24 → 2024-07-06
  J.P. Morgan Securities Llc
  Boston, MA
• 2018-01-08 → 2018-07-24
  Signator Investors, Inc.
  Needham Heights, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-08

Other Names

• Daniel Joseph O'NEill
• Dan J Oneill
• Daniel Joseph Oneill