Cameron Daniel O'neill
Investment adviser representative at Family Fiduciary Services, Inc.
12 yearsExperience
1 stateRegistered in
$254.2MFirm assets
6 yearsFirm in business
Are you Cameron Daniel O'neill? 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 assetsFixed 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
12 years in the industry.
- Family Fiduciary Services, Inc.Nov 2022 to now
- CitigroupMay 2021 to now
- Fidelity InvestmentsSep 2018 to May 2021
- UnemployedJun 2018 to Sep 2018
- Andover Investment AdvisorsDec 2017 to Jan 2018
- Holy Cross AthleticsSep 2016 to Dec 2016
- College of the Holy Cross (student)Aug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Family Fiduciary Services, Inc.
$254.2MAssets managed
129Clients
6Advisers
6 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
- 7028381
- Firm CRD
- 146339