Shane Thomas O'NEill

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

• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2025 → 08/2025
  Enhanced Spaces & Botanicals
  Kennesaw, GA
• 03/2025 → 03/2025
  Uber Eats
  Coral Gables, FL
• 04/2024 → 10/2025
  Canes Central | University Of Miami
  Coral Gables, FL
• 12/2023 → 01/2024
  Instituto Hemingway
  Bilbao
• 08/2023 → 05/2025
  University Of Miami
  Coral Gables, FL
• 05/2021 → 08/2023
  University Of Central Florida
  Orlando, FL
• 11/2020 → 07/2021
  Academy Sports + Outdoors
  Kennesaw, GA
• 08/2020 → 05/2021
  Truett Mcconnell University
  Cleveland, GA
• 08/2019 → 05/2021
  Fellowship Christian School
  Roswell, GA
• 08/2018 → 05/2019
  Saint Stephen's Episcopal School
  Bradenton, FL
• 08/2017 → 05/2018
  North Cobb Christian School
  Acworth, GA
• 02/2016 → 05/2017
  The Walker School
  Marietta, GA
• 09/2025 → 12/2025
  Unemployed
  Kennesaw, GA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-13

Other Names

• Thomas O'NEill
• Tom O'NEill
• Shane T O'NEill