William Joseph O'Neill is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with STRATEGIC WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT LLC | 2025-08-26 | present | Yes |
| CONCORDE ASSET MANAGEMENT, LLC | 2025-07-25 | 2025-09-26 | — |
| ASSET STRATEGY ADVISORS, LLC | 2021-06-28 | 2025-06-16 | — |