Conor Chase Oneill

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

• 07/2015 → 12/2018
  Full Time Student
  Sarasota, FL
• 01/2019 → 05/2019
  Full Time Student
  Salisbury, CT
• 05/2019 → 08/2019
  Unemployed
  Sarasota, FL
• 08/2019 → 05/2020
  Full Time Student
  Salisbury, CT
• 05/2020 → 08/2020
  Unemployeed
  Sarasota, FL
• 08/2020 → 05/2021
  Full Time Student
  Salisbury, CT
• 05/2021 → 08/2021
  Unemployed
  Sarasota, FL
• 08/2021 → 05/2022
  Full Time Student
  Salt Lake City, UT
• 05/2022 → 08/2022
  Unemployed
  Sarasota, FL
• 08/2022 → 05/2023
  Full Time Student
  Salt Lake City, UT
• 05/2023 → 08/2023
  Morgan Stanley
  Sarasota, FL
• 08/2023 → 05/2024
  Full Time Student
  Salt Lake City, UT
• 05/2024 → 08/2024
  Renaissance Financial
  Sandy, UT
• 08/2024 → 05/2025
  Full Time Student
  Salt Lake City, UT
• 07/2025 → Present
  Renaissance Financial
  Salt Lake City, UT
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: UNIVERSITY OF UTAH YOUNG ALUMNI COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 201 PRESIDENTS' CIRCLE, SALT LAKE CITY, UT 84112; NATURE OF BUSINESS: ALUMNI COMMITTEE; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: .5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ORGANIZE LOCAL EVENTS; 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ASSET MANAGEMENT AND PLANNING; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR CLIENTS; 3. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SALT LAKE CITY, UT 84106; NATURE OF BUSINESS: LACROSSE COACHING START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: COACH; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COACH LACROSSE PLAYERS; 4) NAME OF OTHER BUSINESS: ADAPTIVE GOALTENDING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: 300 EAST 11800 SOUTH DRAPER UTAH 84020 START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: COACH APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COACHING YOUTH LACROSSE GOALIES

Exams

• S66 Uniform Combined State Law Examination
  2025-08-23

Other Names

• Conor C Oneill