Unclaimed Profile

Cameron Daniel O'neill

FAMILY FIDUCIARY SERVICES, INC.·BEVERLY, Massachusetts

SIE, Series 7TO, Series 31, Series 63, Series 65, Series 66Clean record4 years registeredFAMILY FIDUCIARY SERVICES, INC.

900 CUMMINGS CENTER, BEVERLY, MA 01915CRD# 7028381Firm CRD# 146339

Profile Verification

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

Identity

Cameron Daniel O'neill · BEVERLY, MA

Registration

CRD #7028381 · FAMILY FIDUCIARY SERVICES, INC. · 4 years registered

Brand Profile

Not yet started

Career History

FAMILY FIDUCIARY SERVICES, INC.

Nov 2022 – present

CITIGROUP GLOBAL MARKETS INC.

Sep 2021 – Oct 2022

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · September 11, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILY FIDUCIARY SERVICES, INC.

CRD 146339 · SEC 801-119095

AUM

$175M

Regulatory assets under management

Employees

81 client accounts

Services offered by FAMILY FIDUCIARY SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FAMILY FIDUCIARY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Cameron Daniel O'neill offer?

Cameron Daniel O'neill specializes in Investment Management, Fee-Only Advisory. Contact their office in BEVERLY, Massachusetts for a consultation.

What are Cameron Daniel O'neill's credentials?

Cameron Daniel O'neill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cameron Daniel O'neill located?

Cameron Daniel O'neill is based in BEVERLY, Massachusetts, working with FAMILY FIDUCIARY SERVICES, INC.. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.

How does Cameron Daniel O'neill charge for services?

Cameron Daniel O'neill'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 FAMILY FIDUCIARY SERVICES, INC.?

FAMILY FIDUCIARY SERVICES, INC. has approximately 7 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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