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Owen Elbery O'Neil

Rosenblatt Securities Inc.

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About Owen Elbery O'Neil

Owen Elbery O'Neil is a financial professional with over 25 years of experience in the financial industry. Owen currently works at Rosenblatt Securities Inc. in their New York City office, where he has been employed since November 9, 2021. Prior to that, Owen worked at Maxim Group LLC in Hingham, MA, D.A. Davidson & Co. in Boston, MA, Brean Capital, LLC in Boston, MA, Susquehanna Financial Group, LLLP in Boston, MA, Pacific Crest Securities LLC in Boston, MA, Schwab Capital Markets L.P. in Stamford, CT and Soundview Technology Corporation in Old Greenwich, CT.

Firm Information

Owen O'Neil is currently registered with Rosenblatt Securities Inc.. Rosenblatt Securities Inc. is a corporation formed on August 29, 1979, with an approved status. They are registered with the Securities and Exchange Commission and in 17 states, including California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. They have reported 6 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

32

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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Owen O'Neil’s Registration & Firm History

NY

11/09/2021 - Present

Rosenblatt Securities Inc. (NEW YORK NY)

MA

01/09/2020 - 12/01/2021

MAXIM GROUP LLC (HINGHAM MA)

MA

10/15/2015 - 05/31/2019

D.A. DAVIDSON & CO. (BOSTON MA)

MA

05/23/2013 - 10/15/2015

BREAN CAPITAL, LLC (BOSTON MA)

MA

03/17/2010 - 05/21/2013

SUSQUEHANNA FINANCIAL GROUP, LLLP (BOSTON MA)

MA

11/18/2004 - 02/03/2010

PACIFIC CREST SECURITIES LLC (BOSTON MA)

CT

01/12/2004 - 11/10/2004

SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)

CT

03/22/1995 - 01/12/2004

SOUNDVIEW TECHNOLOGY CORPORATION (OLD GREENWICH CT)

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Licenses & Designations

BC

Issued 04/27/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Owen Elbery O'Neil.
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