Thomas Joseph Oneil

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2002 → 12/2016
  Potter & Lamarca, Llp
  Staten Island, NY
• 01/2017 → 06/2018
  Keller Williams Realty
  Morganville, NJ
• 02/2018 → Present
  Rosenthal & Co., Pa'S, Cpas
  Cinnaminson, NJ
• 07/2019 → 10/2019
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2019 → 11/2021
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2019 → 11/2021
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2023 → 12/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2023 → 12/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2023 → 01/2024
  Thomas O'NEill, Cpa
  Simpsonville, SC
• 01/2024 → Present
  Lpl Financial Llc
  Simponsville, SC

Previous Registrations

• 2023-02-21 → 2023-12-18
  Cetera Investment Advisers Llc
  Simpsonville, SC
  Cinnaminson, NJ
  Ocala, FL
• 2019-10-29 → 2021-11-11
  Cetera Investment Advisers Llc
  Cinnaminson, NJ

Other Businesses

1- 12/2023 / Rosenthal & Company / Tax Prep/Accounting/CPA / Investment Related / 2122 Meetinghouse Rd., Cinnaminson, NJ 08077 / 175 hrs mnth / 40 hrs during trading / start date 02/01/2018 2- 02/10/2025 - Thomas O'Neil - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/20/2025 - 40 hours per month/ 0 hours during trading 3- 02/27/2026 - Thomas O'Neil, CPA - Tax Prep/Accounting/CPA - Investment Related - Simpsonville, SC - Start Date 03/01/2026 - 40 hours per month/ 10 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2019-10-21

Other Names

• Thomas O'NEil
• Thomas Oneil
• Tom O'NEil
• Thomas Joseph Oneil