Erik William O'neal
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$3.5BFirm assets
Are you Erik William O'neal? Claim your profile
Contact this firm
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.
- Bryn Mawr Trust Advisors, LLCJan 2023 to now
- O'neal Consulting Group, LLCMar 2013 to now
- West Capital Management, Inc.Aug 2013 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Bryn Mawr Trust Advisors, LLC
$3.5BAssets managed
1,409Clients
55Advisers
10 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
- 5371377
- Firm CRD
- 285359