Conor Chase Oneill
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 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
11 years in the industry.
- Cetera Investment Advisers LLCAug 2025 to now
- Cetera Wealth Services, LLCJul 2025 to now
- Renaissance FinancialJul 2025 to now
- Full Time StudentAug 2024 to May 2025
- Renaissance FinancialMay 2024 to Aug 2024
- Full Time StudentAug 2023 to May 2024
- Morgan StanleyMay 2023 to Aug 2023
- Full Time StudentAug 2022 to May 2023
- UnemployedMay 2022 to Aug 2022
- Full Time StudentAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Full Time StudentAug 2020 to May 2021
- UnemployeedMay 2020 to Aug 2020
- Full Time StudentAug 2019 to May 2020
- UnemployedMay 2019 to Aug 2019
- Full Time StudentJan 2019 to May 2019
- Full Time StudentJul 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7720749
- Firm CRD
- 105644