Kylee
Oneil

Advisors Asset Management, Inc

CRD#7020931
Investment Advisor
in Charlotte, NC

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About this Advisor

Kylee Oneil is a financial advisor based in Charlotte, North Carolina, working with Advisors Asset Management, Inc. Kylee has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Allynn James Real Estate Group, Re/Max Preferred Associates, Hondros, Brint Electric, State Bank, Bank Of America, N.A, Ubs Financial Services Inc, Kestra Investment Services, Kestra Private Wealth Services, and Advisors Asset Management, Inc. Kylee has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Ohio. Currently, Kylee is part of Advisors Asset Management, Inc, which operates out of Charlotte, North Carolina. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

14045 Ballantyne Corporate Pl Suite 375
Charlotte, NC 28277

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,853,640,375

NC Average: $2,349,664,866
Total Number of Employees

272

NC Average: 28
Total Number of Accounts

1,767

NC Average: 1,101
Average Account Size

$2,180,894

NC Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Kylee Oneil Work History

2024 - Present (1 year)

Advisors Asset Management, Inc

2020 - 2024 (4 years)

Kestra Investment Services

2020 - 2024 (4 years)

Kestra Private Wealth Services

2019 - 2020 (1 year)

Ubs Financial Services Inc

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2018 (< 1 year)

Allynn James Real Estate Group

2018 - 2019 (1 year)

Bank Of America, N.A

2016 - 2018 (2 years)

Re/Max Preferred Associates

2015 - 2015 (< 1 year)

Hondros

2015 - 2015 (< 1 year)

Brint Electric

2012 - 2015 (3 years)

State Bank

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Disclosures

Please visit the SEC profile of Kylee Oneil 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 Advisors Asset Management, Inc

Madeline Hope
New York, NY
Michael Pucci
Melville, NY
Lory Espino
Boerne, TX
Nicholas Gregoire
Boerne, TX
Robert Wilkinson
Doylestown, PA
Rogelio Gonzalez
Boca Raton, FL
Evangeline Kanaris
Lisle, IL
German Diaz
Dallas, TX

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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