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Shane Patrick O'neill

CORNELL POCHILY INVESTMENT ADVISORS, INC.·ITHACA, New York
Series 65Clean record9 years registeredCORNELL POCHILY INVESTMENT ADVISORS, INC.
2415 NORTH TRIPHAMMER ROAD, ITHACA, NY 14850-1094CRD# 6779712Firm CRD# 145355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shane Patrick O'neill · ITHACA, NY
Registration
CRD #6779712 · CORNELL POCHILY INVESTMENT ADVISORS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

CORNELL POCHILY INVESTMENT ADVISORS, INC.
Apr 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 21, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNELL POCHILY INVESTMENT ADVISORS, INC.
CRD 145355 · SEC 801-68467
AUM
$492M
Regulatory assets under management
Employees
6
1,228 client accounts
Services offered by CORNELL POCHILY INVESTMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORNELL POCHILY INVESTMENT ADVISORS, INC. →
Introduction

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05

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 at CORNELL POCHILY INVESTMENT ADVISORS, INC.

Robert Thomas Pochily
ITHACA, NY
Nelson Bradford Mead
ITHACA, NY
Ezra Cornell
ITHACA, NY

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