William Joseph O'NEill

Employer firm

Strategic Wealth Management LLC CRD 335792

$79.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 06/2025
  Asset Strategy Advisors Llc
  Natick, MA
• 04/2020 → 10/2020
  Unemployed
  Natick, MA
• 09/2016 → 03/2020
  Wagsalot Llc
  Holliston, MA
• 02/2022 → 12/2022
  Rcx Capital Group, Llc
  The Woodlands, TX
• 01/2023 → 09/2025
  Concorde Investment Services, Llc
  Natick, MA
• 06/2025 → Present
  Strategic Wealth Management
  South Natick, MA
• 06/2025 → 09/2025
  Concorde Asset Management, Llc
  Natick, MA
• 03/2015 → 04/2019
  Swagsalot Design
  Holliston, MA
• 09/2025 → Present
  Dai Securities Llc
  Atlanta, GA

Previous Registrations

• 2025-07-25 → 2025-09-26
  Concorde Asset Management, Llc
  S. Natick, MA
  Ann Arbor, MI
• 2021-06-28 → 2025-06-16
  Asset Strategy Advisors, Llc
  Wayland, MA

Other Businesses

1) Strategic Wealth Management, LLC; Investment related; South Natick, MA; Registered Investment Advisor; Manager and Investment Advisor Representative; June 2025; 40+ hours; 40+ hours; Day to day management of the organization. 2) Strategic Wealth Holdings, Inc.; investment related: No; Location of the business: 8 Pleasant Street South Natick MA 01760; A holding company for business and accounting purposes; Position Title: President; Responsibilities Duties: President; Start date with business: 2026-01-06; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-29
• S65 Uniform Investment Adviser Law Examination
  2021-06-08

Other Names

• William Joseph O'NEill
• William Joseph Oneill