Eric Joseph O'neill
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Diamond State Financial GroupJun 2021 to now
- Minnesota Life Insurance CompanyJun 2021 to Aug 2023
- Securian Financial Services IncJun 2021 to Aug 2023
- Delatel LLCJul 2020 to Sep 2020
- Joann FabricJun 2019 to Jul 2019
- Delaware TurfMar 2018 to Aug 2018
- University of DelawareAug 2017 to Jun 2021
- SearsJul 2015 to Mar 2017
- Saint Thomas More AcademyAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7405565
- Firm CRD
- 105644