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Brian Patrick O'Neill

Cahaba Wealth Management, Inc.

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About Brian Patrick O'Neill

Brian O'Neill is an investment advisor representative with Cahaba Wealth Management, Inc. Brian has been in the industry since 1997. Brian is registered with the state of Georgia and Alabama. Brian is also registered with the state of Texas as a resident advisor. Brian's firm provides financial planning, selection of other advisors, and portfolio management for individuals. Brian also specializes in serving the needs of high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Brian O'Neill is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian O'Neill’s Registration & Firm History

GA

04/30/2010 - Present

Cahaba Wealth Management, Inc. (ATLANTA GA)

GA

08/01/2001 - 11/30/2009

SYNOVUS SECURITIES, INC. (COLUMBUS GA)

GA

04/01/1998 - 08/01/2001

ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)

IA

06/16/1997 - 03/26/1998

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 10/14/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2004

Series 24 - General Securities Principal Examination

BC

Issued 06/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Patrick O'Neill.
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