Christian Fox 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

• 12/2015 → 05/2022
  Citizens Securities, Inc.
  Newport, RI
• 05/2022 → 09/2025
  Avantax Investment Services, Inc.
  Middletown, RI
• 05/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Middletown, RI
• 05/2022 → 09/2025
  Avantax Advisory Services, Inc.
  Middletown, RI
• 02/2023 → 04/2023
  Coia & Lepore, Ltd.
  Providence, RI
• 02/2024 → Present
  Matoney Tax & Financial
  South Kingstown, RI
• 06/2020 → Present
  O'NEill Financial
  Charlestown, RI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Charlestown, RI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-05-20 → 2025-09-05
  Avantax Advisory Services
  Middletown, RI
  Dallas, TX
  Middletown, RI
  Charlestown, RI
• 2015-12-22 → 2022-05-19
  Citizens Securities, Inc.
  Newport, RI
  Newport, RI
  Middletown, RI
  Middletown, RI
  Plymouth, MA
  Johnston, RI
  Johnston, RI
  Braintree, MA
• 2015-08-04 → 2015-12-28
  Cetera Investment Advisers Llc
  Westbury, NY
  Johnston, RI

Other Businesses

1) TRUST UNDER WILL OF G T. F FBO M N; Trustee; Acting as Trustee under the will of my uncle G T F; NIR; HRS 1; SHRS 1; 11/05/2021; 100 Old Farm Way, Charlestown RI 02813; Trustee under the will of my uncle. Distribution of assets to grandchild as beneficiary of will. No investment accounts or brokerage accounts of any kind. 2) MATONEY TAX & FINANCIAL POSITION: Tax Preparer / Enrolled Agent NATURE: Preparation of income tax returns for Matoney Tax & Financial firm clients. INVESTMENT RELATED: No NUMBER OF HOURS: 83 SECURITIES TRADING HOURS: 83 START DATE: 02/01/2024 ADDRESS: 30 Holley St, South Kingstown RI 02879, United States DESCRIPTION: Tax preparation for clients of Matoney Tax & Financial. Approx 20 hours per week on average annually. 3) O'NEILL FINANCIAL POSITION: Tax Preparer - Enrolled Agent NATURE: Tax Preparation - Primarily prepare form 1040 for individuals clients. Meet with clients to review financial records and make sure all of their information on tax forms is accurate. Electronically file tax returns with IRS and state on behalf of clients. DBA for Avantax business as well. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/09/2022 ADDRESS: 100 Old Farm Way, Charlestown RI 02813, United States DESCRIPTION: Tax Preparer/Enrolled Agent Calculate tax payments, deductibles, liabilities, and expenses. Collect data from income statements and expense documents. Complete clients' tax documentation. Review data on reports and detect possible errors. Answer tax-related questions. Research new tax trends and regulations. Advise individuals on tax strategies. Ensure compliance with government and state tax rules. Respond to IRS for tax related inquiries/letters on behalf of customers. 4) TRUST UNDER WILL OF G T. F FBO E N POSITION: Trustee NATURE: Acting as Trustee under the will of my uncle G T F INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2021 ADDRESS: 100 Old Farm Way, Charlestown RI 02813, United States DESCRIPTION: Trustee under the will of my uncle. Distribution of assets to grandchild as beneficiary of will. No investment accounts or brokerage accounts of any kind. 5) ESTATE OF G T F (UNCLE) POSITION: Executor NATURE: Acting as executor for the estate of G T F my uncle. No compensation provided. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2020 ADDRESS: 100 Old Farm Way, Charlestown RI 02813, United States DESCRIPTION: Completing liquidation/distribution of the estate of my uncle G T F 6) NAME OF OTHER BUSINESS: CHARIHO REGIONAL SCHOOL DISTRICT; INVESTMENT RELATED: NO; ADDRESS: 455 A SWITCH RD WOOD RIVER JUNCTION, RI 02894; NATURE OF BUSINESS: YOUTH SPORTS COACHING; START DATE: 08/2026; POSITION/TITLE/RELATIONSHIP: ASSISTANT COACH; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: COACHING MIDDLE SCHOOL SOCCER;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-30
• S63 Uniform Securities Agent State Law Examination
  2010-07-21

Designations

• Certified Financial Planner

Other Names

• Christian F O'NEill
• Christian Fox Oneill