William James O'NEil

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 12/2016 → 04/2018
  Santander Bank Na
  Dorchester, MA
• 01/2017 → 04/2018
  Santander Securities Llc
  San Juan, PR
• 07/2016 → 12/2016
  Unemployed
  72 Dean Rd, MA
• 05/2018 → 09/2018
  Unemployed
  Stoughton, MA
• 10/2018 → 06/2022
  Voya Financial Advisors
  Stoughton, MA
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Boston, MA
• 06/2022 → Present
  Schwab Wealth Advisory, Inc.
  Boston, MA

Previous Registrations

• 2018-10-10 → 2022-06-16
  Voya Financial Advisors, Inc.
  Braintree, MA
  Collegeville, PA
  Stoughton, MA
• 2017-01-11 → 2018-04-30
  Santander Securities Llc
  Framingham, MA
  Boston, MA
• 2011-03-25 → 2016-07-29
  Usaa Financial Planning Services
  Stoughton, MA
  Needham, MA
• 2003-09-10 → 2011-03-03
  Td Ameritrade, Inc.
  Boston, MA
  Boston, MA
  Omaha, NE
  Boston, MA
  Boston, MA
• 2006-04-25 → 2011-03-03
  Td Ameritrade Investment Management, Llc
  Boston, MA
  Braintree, MA

Exams

• S66 Uniform Combined State Law Examination
  2003-07-24
• S63 Uniform Securities Agent State Law Examination
  1995-11-20

Designations

• Certified Financial Planner

Other Names

• William James Oneil
• William Oneil
• Bill O'NEil
• William J O'NEil
• William James Oneil