Kylee Arin O'neil
Investment adviser representative at Advisors Asset Management, Inc.
10 yearsExperience
3 statesRegistered in
$2.2BFirm assets
22 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
10 years in the industry.
- Advisors Asset Management, Inc.Apr 2024 to now
- Kestra Investment ServicesJun 2020 to Mar 2024
- Kestra Private Wealth ServicesJun 2020 to Mar 2024
- UBS Financial Services Inc.Jul 2019 to Jun 2020
- Bank of America, N.A.Oct 2018 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Jul 2019
- Allynn James Real Estate GroupFeb 2018 to Sep 2018
- Re/max Preferred AssociatesJan 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NC, OH, SC).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 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
- 7020931
- Firm CRD
- 46727