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Shane Patrick O'NEill

Cornell Pochily Investment Advisors, Inc.

Ithaca, NY

CRD 6779712

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Employer firm

Cornell Pochily Investment Advisors, Inc. CRD 145355

$654M regulatory AUM 49 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cornell Pochily Investment Advisors, Inc.

2415 North Triphammer Road Suite 1, Ithaca, NY 14850-1094 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-05
TX RA APPROVED_RES 2017-04-21
  • NY RA
    APPROVED
    Since 2021-08-05
  • TX RA
    APPROVED_RES
    Since 2017-04-21

Branch Locations

2415 North Triphammer Road Suite 1, Ithaca, NY 14850-1094 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornell Pochily Investment Advisors, Inc. Ithaca NY 09/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-03
  • S65 Uniform Investment Adviser Law Examination
    2014-11-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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