Unclaimed Profile

Sean Patrick O'neill

OLD IRONSIDES ENERGY, LLC·WALTHAM, Massachusetts

OLD IRONSIDES ENERGY, LLC

500 TOTTEN POND ROAD, WALTHAM, MA 02451CRD# 6232575Firm CRD# 168670

Profile Verification

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

Identity

Sean Patrick O'neill · WALTHAM, MA

Registration

CRD #6232575 · OLD IRONSIDES ENERGY, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Sean Patrick O'neill is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with OLD IRONSIDES ENERGY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Sean

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

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

Firm Overview

Firm

OLD IRONSIDES ENERGY, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OLD IRONSIDES ENERGY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6232575

Firm CRD# 168670

View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

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

Browse WALTHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sean Patrick O'neill offer?

Sean Patrick O'neill specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Sean Patrick O'neill's credentials?

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

Where is Sean Patrick O'neill located?

Sean Patrick O'neill is based in WALTHAM, Massachusetts, working with OLD IRONSIDES ENERGY, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Sean Patrick O'neill charge for services?

Sean Patrick O'neill's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLD IRONSIDES ENERGY, LLC?

OLD IRONSIDES ENERGY, LLC has approximately 15 employees and manages $1.4B 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 →