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Janine Catherine O'neill

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California
MELLON CAPITAL MANAGEMENT CORPORATION
50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 6294738Firm CRD# 105764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janine Catherine O'neill · SAN FRANCISCO, CA
Registration
CRD #6294738 · MELLON CAPITAL MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
01

About

Janine Catherine O'neill is a registered financial advisor based in SAN FRANCISCO, California, affiliated with MELLON CAPITAL MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MELLON INVESTMENTS CORPORATION
MELLON INVESTMENTS CORPORATION
AUM
$674.2B
Regulatory assets under management
Employees
146
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SECURITIES LENDING
Regulatory
SEC/IARD CRD# 6294738
Firm CRD# 105764
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janine Catherine O'neill offer?
Janine Catherine O'neill specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Janine Catherine O'neill's credentials?
Janine Catherine O'neill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janine Catherine O'neill located?
Janine Catherine O'neill is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Janine Catherine O'neill charge for services?
Janine Catherine O'neill's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MELLON CAPITAL MANAGEMENT CORPORATION?
MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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