Kaitlyn Ann O'neill
Investment adviser representative at Massachusetts Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$301.5MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Massachusetts Wealth Management, LLCJun 2022 to now
- Barclays Capital IncJun 2018 to May 2022
- Barclays Capital IncJun 2017 to Aug 2017
- College of the Holy CrossSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Massachusetts Wealth Management, LLC
$301.5MAssets managed
324Clients
2Advisers
8 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
- 6814503
- Firm CRD
- 160235