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Nicholas Andres Oneal

Wilson-Davis & CO., Inc.

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About Nicholas Andres Oneal

Nicholas Oneal is a securities professional with over 17 years of experience in the financial industry. Nicholas is currently registered with Wilson-Davis & CO., Inc. Nicholas has a strong background in the securities industry, having held previous positions at several firms, including MEYERS ASSOCIATES, L.P., DELANEY EQUITY GROUP LLC, WESTOR CAPITAL GROUP, INC., BROOKVILLE CAPITAL PARTNERS, WORLD TRADE FINANCIAL CORPORATION, SCOTTSDALE CAPITAL ADVISORS CORP, and NEWBRIDGE SECURITIES CORPORATION. Nicholas holds the Series 7 and Series 63 licenses as well as the SIE.

Firm Information

Nicholas Oneal is currently registered with Wilson-Davis & CO., Inc.. Wilson-Davis & CO., Inc. is a Corporation formed in 1968 and is registered in 53 states and the SEC. They have been involved in 57 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

24

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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Nicholas Oneal’s Registration & Firm History

UT

11/25/2013 - Present

Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)

NY

01/17/2013 - 11/19/2013

MEYERS ASSOCIATES, L.P. (NEW YORK NY)

FL

11/26/2012 - 01/14/2013

DELANEY EQUITY GROUP LLC (WEST PALM BEACH FL)

NY

05/15/2012 - 10/04/2012

WESTOR CAPITAL GROUP, INC. (HERKIMER NY)

CA

08/03/2011 - 08/18/2011

BROOKVILLE CAPITAL PARTNERS (CARLSBAD CA)

CA

07/21/2011 - 08/01/2011

WORLD TRADE FINANCIAL CORPORATION (SAN DIEGO CA)

AZ

11/12/2007 - 07/11/2011

SCOTTSDALE CAPITAL ADVISORS CORP (SCOTTSDALE AZ)

AZ

05/14/2004 - 11/09/2007

NEWBRIDGE SECURITIES CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 08/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Nicholas Andres Oneal. Review regulatory record here.
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