Ruairi Oneill

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2018 → 11/2022
  Tapfin/Ey
  Secaucus, NJ
• 09/2016 → 09/2017
  Excel Gens/Nasdaq Dorsey Wright
  New York, NY
• 01/2018 → 03/2018
  Ameriprise
  Westfield, NJ
• 04/2018 → 10/2018
  Unemployed
  Cliffside Park, NJ
• 03/2016 → 09/2016
  Unemployed
  Woodside, NY
• 10/2017 → 01/2018
  Unemployed
  Cliffiside Park, NJ
• 11/2022 → 06/2023
  Unemployed
  Cliffside Park, NJ
• 06/2023 → Present
  Td Bank N.A.
  Fair Lawn, NJ
• 06/2023 → Present
  Td Private Client Wealth Llc
  Fair Lawn, NJ

Previous Registrations

• 2018-11-19 → 2022-11-30
  Ernst & Young Investment Advisers Llp
  Secaucus, NJ
• 2018-01-22 → 2018-03-28
  Ameriprise Financial Services, Llc
  Westfield, NJ
• 2015-07-15 → 2016-01-28
  Equitable Advisors, Llc
  Edison, NJ
• 2012-10-01 → 2013-08-30
  J.P. Morgan Securities Llc
  Bayside, NY
• 2012-01-10 → 2012-10-01
  Chase Investment Services Corp.
  Bayside, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-04
• S66 Uniform Combined State Law Examination
  2012-01-06

Designations

• Chartered Financial Consultant

Other Names

• Ruairi Edwin Oneill
• Rory E O'NEill
• Ruairi Edwin O'NEill