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Stephen Frederick Oneill

World Investment Advisors, LLC

Columbus, OH

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Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-28
  • OH RA
    APPROVED
    Since 2025-10-28

Branch Locations

445 Hutchinson Avenue Suite 860, Columbus, OH 43235 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Blue Ash OH 10/2009 03/2020
Ameriprise Financial Services, Llc Cincinnati OH 03/2020 Present
World Investments, Llc Lincroft NJ 10/2025 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
Previous Registrations
  • 2009-10-05 → 2025-10-29
    Ameriprise Financial Services, Llc
    Cincinnati, OH
    Fairfield Township, OH
  • 2009-06-02 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Blue Ash, OH
  • 2009-06-01 → 2009-06-24
    Morgan Stanley
    Beavercreek, OH
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    New York, NY
    Beavercreek, OH
  • 2001-05-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Beavercreek, OH
    Centerville, OH
Other Businesses

INDEPENDENT INSURANCE AGENT 6922 MORRIS ROAD, FAIRFIELD TWP, OH 45011 10/24/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 160 HRS MONTH/160 DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-30
S63 Uniform Securities Agent State Law Examination 1992-09-21
  • S65 Uniform Investment Adviser Law Examination
    2001-04-30
  • S63 Uniform Securities Agent State Law Examination
    1992-09-21
Other Names
  • Steve Oneill

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

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