Michael
Oneill

Pruco Securities, LLC

CRD#2795197
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Michael Oneill is a financial advisor operating in West Palm Beach, Florida who has 1 year of relevant experience. Oneill currently works for Pruco Securities, LLC. During their career, the advisor has held roles at Uncle Eddies Restaurant, Jupiter Ale House, Thrivent Investment Management Inc, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Pruco Securities LLC, Futurity First / Ekc Financial, The Prudential Insurance Company Of America, Thrivent Financial and Eventech Pro. Oneill maintains Series 65, Series 66 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Pruco Securities, LLC is a financial advisory company that has its headquarters in Newark, NJ. The company has offices in 42 locations and a total of 2,500 financial advisors. It administers $14 billion in total assets among its 106,737 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 106,737 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. Pruco Securities, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management depend on which service is offered. However, fee types billed by Pruco Securities, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66, Series 63

Years Registered*

1 year

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

250 S Australian Avenue Suite 1300
West Palm Beach, FL 33401

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

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

2,500

FL Average: 92
Total Number of Accounts

106,737

FL Average: 6,978
Average Account Size

$131,438

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

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pruco Securities LLC

2022 - Present (2 years)

The Prudential Insurance Company Of America

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Andrew Estreich
Port Washington, NY
Lawrence Frydman
Basking Ridge, NJ
James Wright
Bellevue, WA
Sheila Gentile
Newark, NJ
Dean Dunbar
Scottsdale, AZ
Larry Grubish
Saint Louis, MO
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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