Chad E O'neil
Investment adviser representative at Gw&k Investment Management, LLC
10 yearsExperience
1 stateRegistered in
$52.8BFirm assets
23 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Gw&k Investment Management, LLCAug 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Aug 2021
- U.S. TrustJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Gw&k Investment Management, LLC
$52.8BAssets managed
48,710Clients
8Advisers
23 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
- 6669207
- Firm CRD
- 121942