BO
CFA

Brendan Murphy O'neill

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
63 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

Financial Planning:Investment management only

The client will pay an annual advisory fee that includes fees and expenses for investment advisory, custodial, clearing, and other services provided under the program, as well as all brokerage commissions and associated transaction costs. The advisory fee for the Personal Bond Strategy is a fixed, non-tiered rate of 0.70%.

Areas of Practice
Investment Management
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Advisor Information

Office location

1800 American Blvd., Suite 300 - Pod D, Pennington, NJ, 08534

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bny Mellon Securities Corporation
June 2025 - Present · 7 mos
Bny Mellon Securities Corporation Broker
June 2025 - Present · 7 mos
Bny Advisors
March 2004 - Present · 21 yrs 10 mos
Previous Registrations
Lockwood Capital Management, INC
July 2007 - March 2008 · 8 mos
Pershing LLCBroker
March 2004 - December 2024 · 20 yrs 9 mos
Rittenhouse Asset Management, INC.
May 2002 - March 2004 · 1 yr 10 mos
Nuveen Investments, LLCBroker
December 2001 - March 2004 · 2 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brendan Murphy O'neill - Financial Advisor | AdvisorDiscover