Michael Gaetano O'neil
Investment adviser representative at International Assets Investment Management, LLC
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- International Assets Investment Management, LLCOct 2020 to now
- O'neil Wealth Services, LLCApr 2013 to now
- Patriot Wealth Strategies, LLCSep 2019 to Oct 2020
- Patriot Financial GroupNov 2018 to Mar 2019
- Raymond James Financial Services Advisors Inc.Apr 2013 to Nov 2018
- Raymond James Financial Services, IncApr 2013 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
International Assets Investment Management, LLC
$2.6BAssets managed
5,961Clients
100Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4141201
- Firm CRD
- 144426