Robert
O'Neil

Royal Alliance Associates, Inc

CRD#2126411
Investment Advisor
in Peabody, MA

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About this Advisor

Robert O'Neil is a certified financial planner who lives in Peabody, Massachusetts. Currently a registered advisor at Royal Alliance Associates, Inc, they have accumulated an impressive 33 years of experience in the financial advisory industry. O'Neil maintains a Series 63 license, certifying the advisor as a securities broker. O'Neil is able to serve clients based out of Florida, New Jersey, Massachusetts and Maine. Their career trajectory has included roles at O'Neil Associates and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is based out of Peabody, Massachusetts, and has 459 locations in the nation. In total, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 accounts and retains more than 1,933 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Royal Alliance Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

33 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3 Centennial Drive Suite 300
Peabody, MA 01960

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

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

2,951

MA Average: 92
Total Number of Accounts

62,916

MA Average: 6,978
Average Account Size

$200,603

MA Average: $1,450,417

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Investment Advisory Services

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

Robert O'Neil Work History

Robert has 33 years of experience.

2008 - Present (11 years)

Royal Alliance Associates, Inc

1985 - Present (34 years)

O'Neil Associates

Disclosures

Robert O'Neil has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Dana Natale
Livingston, NJ
Clayton Cheney
Johnston, IA
Cory Adrian
Leawood, KS
Gavin Keeler
Anaheim, CA
Alfonso Cumplido
Warwick, RI
Evan Timmons
Henrico, VA
Andrew Schwartz
West Harrison, NY
Noah Behrend
Barrington, NH

This content was compiled from the SEC and FINRA.

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