Brooks Robert Oneil

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 12/2019 → 01/2020
  Kmk Cleaners
  Norfolk, MA
• 01/2019 → 06/2019
  Nqr
  Boston, MA
• 11/2019 → 01/2020
  Luxottica
  Wrentham, MA
• 04/2013 → 06/2018
  Primary School
  Wrentham, MA
• 09/2019 → 05/2022
  Umass Amherst
  Amherst, MA
• 09/2018 → 05/2019
  Suffolk University
  Boston, MA
• 12/2018 → 12/2018
  Volt Information Sciences
  Framingham, MA
• 12/2019 → 07/2020
  Volt Information Sciences
  Boston, MA

Other Businesses

I*3065268, Entity Type: Entity For Profit, Name of OBA: B O, Address: Somerville, Massachusetts, 02145, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 10/24/2025, No Hours: 7 Weekly, No Hours during Trading: 0 Weekly, Duties: I will be receiving office chairs from closing businesses and refurbishing them on the side and then reselling them to individuals via facebook marketplace. Office chair Reselling/ Refurbishing

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04

Other Names

• Brooks Robert O'NEil