Michael
Oneill

Pruco Securities, LLC

CRD#2795197
Investment Advisor
in Boca Raton, FL

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About this Advisor

Michael Oneill is a financial advisor based in Boca Raton, Florida, working with Pruco Securities, LLC. Michael has previously held positions at Uncle Eddies Restaurant, Jupiter Ale House, Thrivent Investment Management Inc, Thrivent Financial, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Eventech Pro, The Prudential Insurance Company Of America, Pruco Securities LLC, and Futurity First / Ekc Financial. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Pruco Securities, LLC, which operates out of Boca Raton, Florida. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5355 Town Center Road Suite 704
Boca Raton, FL 33486

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

FL Average: $10,121,009,343
Total Number of Employees

2,700

FL Average: 92
Total Number of Accounts

113,575

FL Average: 6,978
Average Account Size

$144,211

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Oneill Work History

2022 - Present (2 years)

The Prudential Insurance Company Of America

2022 - Present (2 years)

Pruco Securities LLC

2021 - 2022 (1 year)

Eventech Pro

2020 - 2022 (2 years)

Futurity First / Ekc Financial

2019 - 2022 (3 years)

Mutual Of Omaha Insurance Company

2019 - 2022 (3 years)

Mutual Of Omaha Investor Services

2016 - 2018 (2 years)

Thrivent Financial

2015 - 2018 (3 years)

Thrivent Investment Management Inc

2015 - 2016 (1 year)

Thrivent Financial

2014 - 2015 (1 year)

Uncle Eddies Restaurant

2013 - 2014 (1 year)

Jupiter Ale House

Disclosures

Please visit the SEC profile of Michael Oneill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudential Financial Planning Services

John Morrison
Franklin, TN
Angela Kawai Chan
Marlborough, MA
David Lizarraga-Ponce
San Diego, CA
Amna Altaf
Camarillo, CA
Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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