Full text of O'NEIL SECURITIES INCORPORATED's X-17A-5 filed 2026-03-31 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------  *A registered broker-dealer under the Securities Exchange Act of 1934* *Report on Statement of Financial Condition as of December 31, 2025* {1}------------------------------------------------ 01/01/25 12/31/25 O'Neil Securities, Incorporated dba William O'Neil Securities ■ # 211 Congress Street, Fifth Floor | Boston | | MA | | 02110 | |-----------------------------|--|----------------|-----|-------| | | | | | | | | | | | | | Gregory S. Jannetta | | (310) 448-6228 | | | | | | | | | | | | | | | | CohnReznick LLP | | | | | | 1301 Avenue of the Americas | | New York | NY | 10019 | | | | | | | | 10/14/2003 | | | 596 | | | | | | | | | | | | | | | | | | | | {2}------------------------------------------------ | Gregory S. Jannetta | | | |---------------------|---------------------------------------------------------------|--| | | O'Neil Securities, Incorporated dba William O'Neil Securities | | 12/31 025 | Chief Executive Officer | | |-------------------------|--| - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ # **O'Neil Securities, Incorporated** **Report on Statement of Financial Condition As of December 31, 2025 SEC I.D. No. 8-11763** Filed pursuant to Rule 17a-5(e)(3). {4}------------------------------------------------  # Report of Independent Registered Public Accounting Firm Board of Directors and Stockholder O'Neil Securities, Incorporated # *Opinion on the Financial Statement* We have audited the accompanying statement of financial condition of O'Neil Securities, Incorporated (the "Company") as of December 31, 2025, and the related notes (collectively referred to as the "financial statement"). In our opinion, the statement of financial condition presents fairly, in all material respects, the financial position of the Company as of December 31, 2025, in conformity with accounting principles generally accepted in the United States of America. # *Basis for Opinion* This financial statement is the responsibility of the Company's management. Our responsibility is to express an opinion on the Company's financial statement based on our audit. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) ("PCAOB") and are required to be independent with respect to the Company in accordance with the U.S. federal securities laws and the applicable rules a…Read the full text as markdown