Unclaimed Profile

Thomas Francis O'neil

D.F. DENT AND COMPANY, INC.·BALTIMORE, Maryland

Clean record35 years registeredD.F. DENT AND COMPANY, INC.

400 EAST PRATT STREET, 7TH FLOOR, BALTIMORE, MD 21202-3127CRD# 4347510Firm CRD# 105179

Profile Verification

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

Identity

Thomas Francis O'neil · BALTIMORE, MD

Registration

CRD #4347510 · D.F. DENT AND COMPANY, INC. · 35 years registered

Brand Profile

Not yet started

Career History

D.F. DENT AND COMPANY, INC.

Oct 1990 – present

Registrations & Exams

Registration record

First registered · October 8, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D.F. DENT AND COMPANY, INC.

CRD 105179 · SEC 801-11364

AUM

$8.1B

Regulatory assets under management

Employees

1,339 client accounts

Services offered by D.F. DENT AND COMPANY, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at D.F. DENT AND COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Francis O'neil offer?

Thomas Francis O'neil specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.

What are Thomas Francis O'neil's credentials?

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

Where is Thomas Francis O'neil located?

Thomas Francis O'neil is based in BALTIMORE, Maryland, working with D.F. DENT AND COMPANY, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Thomas Francis O'neil charge for services?

Thomas Francis O'neil'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 D.F. DENT AND COMPANY, INC.?

D.F. DENT AND COMPANY, INC. has approximately 31 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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