Unclaimed Profile

Michael Francis Oneill

O'NEILL,MICHAEL,FRANCIS·LAFAYETTE, California

Series 6, Series 63Clean record9 years registeredO'NEILL,MICHAEL,FRANCIS

3685 MOUNT DIABLO BLVD., #360, LAFAYETTE, CA 94549CRD# 1655757Firm CRD# 113008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Francis Oneill · LAFAYETTE, CA

Registration

CRD #1655757 · O'NEILL,MICHAEL,FRANCIS · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: O'NEILL,MICHAEL,FRANCIS

SAGE INVESTMENT MANAGEMENT

Jul 2017 – Jul 2025

lafayette, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · July 7, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

O'NEILL,MICHAEL,FRANCIS

CRD 113008 · SEC 801-32359

AUM

$25M

Regulatory assets under management

Employees

40 client accounts

Services offered by O'NEILL,MICHAEL,FRANCIS

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at O'NEILL,MICHAEL,FRANCIS →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAFAYETTE?

Browse all registered financial advisors in LAFAYETTE, California or claim this profile if it's yours.

Browse LAFAYETTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Francis Oneill offer?

Michael Francis Oneill specializes in Investment Management, Fee-Only Advisory.

What are Michael Francis Oneill's credentials?

Michael Francis Oneill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Francis Oneill located?

Michael Francis Oneill is based in LAFAYETTE, California, last registered with O'NEILL,MICHAEL,FRANCIS.

How does Michael Francis Oneill charge for services?

Michael Francis Oneill's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is O'NEILL,MICHAEL,FRANCIS?

O'NEILL,MICHAEL,FRANCIS has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →