Christian Fox O'neill
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Matoney Tax & FinancialFeb 2024 to now
- O'neill FinancialJun 2020 to now
- Coia & Lepore, Ltd.Feb 2023 to Apr 2023
- Avantax Advisory Services, Inc.May 2022 to Sep 2025
- Avantax Insurance Agency, LLCMay 2022 to Sep 2025
- Avantax Investment Services, Inc.May 2022 to Sep 2025
- Citizens Securities, Inc.Dec 2015 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5558134
- Firm CRD
- 105644