Mitchell Robert O'NEill

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/1984 → 05/2020
  Bechtel Marine Propulsion Corp
  Pittsburgh, PA
• 01/1996 → 05/2024
  Allegheny Investments, Ltd.
  Pittsburgh, PA
• 06/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2024 → Present
  Cetera Investment Adviser Llc
  Schaumburg, IL
• 03/2024 → Present
  Fifth And Forbes Financial
  Leland, NC

Previous Registrations

• 2007-03-30 → 2024-06-04
  Allegheny Investments
  Pittsburgh, PA
  Harrison City, PA
  Pittsburgh, PA
  Leland, NC

Other Businesses

1) FIFTH AND FORBES FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENTS, FINANCIAL PROFESSIONAL, SERVICE AND MANAGE CLIENTS, SINCE 03/2024, 40H/WEEK.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-02-07

Designations

• Certified Financial Planner

Other Names

• Mitch Oneill
• Mitchell Robert Oneill