Unclaimed Profile

Erik Mo O'neill

NORTHCAPE WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York

Clean recordNORTHCAPE WEALTH MANAGEMENT, LLC

6565 MAIN STREET, WILLIAMSVILLE, NY 14221CRD# 1771548Firm CRD# 312350

Profile Verification

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

Identity

Erik Mo O'neill · WILLIAMSVILLE, NY

Registration

CRD #1771548 · NORTHCAPE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erik Mo O'neill is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with NORTHCAPE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NORTHCAPE WEALTH MANAGEMENT, LLC

NORTHCAPE WEALTH MANAGEMENT

AUM

$566M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHCAPE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1771548

Firm CRD# 312350

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erik Mo O'neill offer?

Erik Mo O'neill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.

What are Erik Mo O'neill's credentials?

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

Where is Erik Mo O'neill located?

Erik Mo O'neill is based in WILLIAMSVILLE, New York, working with NORTHCAPE WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.

How does Erik Mo O'neill charge for services?

Erik Mo 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 NORTHCAPE WEALTH MANAGEMENT, LLC?

NORTHCAPE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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