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Roderick Joseph O'Neill

Lincoln International LLC

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About Roderick Joseph O'Neill

Roderick O'Neill has been in the financial industry since 1997, specializing in investment banking. Currently, Roderick is a registered representative with Lincoln International LLC, a firm specializing in merger and acquisition advisory services, based in New York, NY. Roderick previously worked at Piper Sandler & Co., UBS Securities LLC, and Salomon Smith Barney Inc. Roderick is licensed in multiple states including California, Illinois, New York, and Texas.

Firm Information

Roderick O'Neill is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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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Roderick O'Neill’s Registration & Firm History

NY

07/02/2020 - Present

Lincoln International LLC (NEW YORK NY)

NY

06/15/2004 - 07/06/2020

PIPER SANDLER & CO. (NEW YORK NY)

NY

04/09/1999 - 06/18/2004

UBS SECURITIES LLC (NEW YORK NY)

NY

10/09/1997 - 03/22/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/29/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roderick Joseph O'Neill.
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