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Maston Emmett O'Neal

AQR Investments, LLC

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About Maston Emmett O'Neal

Maston Emmett O'Neal is a financial advisor with over 15 years of experience in the industry. Maston is currently registered with AQR Investments, LLC, and is licensed to provide securities and investment advisory services in all 50 states, the District of Columbia, and Puerto Rico. Maston has held previous positions at ALPS Distributors, Inc., J.P. Morgan Institutional Investments Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and Banc of America Securities LLC.

Firm Information

Maston O'Neal is currently registered with AQR Investments, LLC. AQR Investments, LLC is a Limited Liability Company formed in March 2017. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

54

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.

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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Maston O'Neal’s Registration & Firm History

CT

04/27/2021 - Present

AQR Investments, LLC (Greenwich CT)

CO

01/02/2019 - 12/31/2019

AQR INVESTMENTS, LLC (Denver CO)

CO

10/13/2014 - 12/31/2018

ALPS DISTRIBUTORS, INC. (Denver CO)

NY

06/01/2012 - 09/22/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

10/23/2009 - 06/08/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/19/2003 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)

NY

11/13/2002 - 08/20/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2021

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maston Emmett O'Neal.
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