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Shane Patrick O'neill

CORNELL POCHILY INVESTMENT ADVISORS, INC.·ITHACA, New York
Unclaimed Profile
2415 NORTH TRIPHAMMER ROAD, ITHACA, NY 14850-1094CRD# 6779712Firm CRD# 145355
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About

Shane Patrick O'neill is a registered financial advisor based in ITHACA, New York, affiliated with CORNELL POCHILY INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORNELL POCHILY INVESTMENT ADVISORS, INC.
CORNELL POCHILY INVESTMENT ADVISORS, INC.
AUM
$492M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CORNELL POCHILY INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6779712
Firm CRD# 145355
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shane Patrick O'neill offer?
Shane Patrick O'neill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ITHACA, New York for a consultation.
What are Shane Patrick O'neill's credentials?
Shane Patrick O'neill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shane Patrick O'neill located?
Shane Patrick O'neill is based in ITHACA, New York, working with CORNELL POCHILY INVESTMENT ADVISORS, INC.. Their office serves clients in the ITHACA metropolitan area and surrounding communities.
How does Shane Patrick O'neill charge for services?
Shane Patrick O'neill's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNELL POCHILY INVESTMENT ADVISORS, INC.?
CORNELL POCHILY INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ITHACA
Dennis George Merryfield — MERRYFIELD BARNES, LLCCharles Whitney Barnes — MERRYFIELD BARNES, LLCEzra Cornell — CORNELL POCHILY INVESTMENT ADVISORS, INC.Robert Thomas Pochily — CORNELL POCHILY INVESTMENT ADVISORS, INC.Susan Devitt Mccormick — FINGERLAKES WEALTH MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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