RO
Robert A. Oneil
BIRCH HILL INVESTMENT ADVISORS LLC
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 1626421
RO
Professional summary
Robert Agnew Oneil JR., who also goes by Robert A. O'neil, Robert Agnew Oneil, is a registered financial advisor currently at BIRCH HILL INVESTMENT ADVISORS LLC located in Boston, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert A. O'neil | Robert Agnew Oneil
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) LOUISA MAY ALCOTT'S ORCHARD HOUSE INC.; Investment-related; 399 Lexington Road, Concord, MA; non-profit; Director and Committee member; Vice President and Audit and Investment Committee member; start date: 2008; devote 4 hours per month to this organization; 2 hours during securities trading hours; My duties include: As Director, help oversee that the organization is fulfilling its mission. As an audit committee member, work with Treasurer to ensure audit is completed on time and evaluate the auditor. The investment committee oversees the assets of the organization. The endowment accounts are on Birch Hill's internal system at non-fee and we provide reporting to the organization. I help execute trades at the direction of the Investment Committee. (2) FOUNDATION FOR METROWEST; Investment-related; 3 Eliot St, Natick, MA 01760; non-profit; Investment Committee member; start date: 2009; devote 2 hours per month to this organization; 2 hours during securities trading hours; My duties include: Investment Committee oversees the organizations Endowment and operating funds. Evaluate the investment manager and policy decision.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Agnew Oneil JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 6, 2007 - Present
BIRCH HILL INVESTMENT ADVISORS LLC
Office #1: One International Place Suite 770, Boston, MA 02110RIA
CRD#: 143750
BOSTON, MA
Past
February 12, 2003 - June 5, 2007
PRIO WEALTH LP
RIA
CRD#: 105058
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BIRCH HILL INVESTMENT ADVISORS LLC
BIRCH HILL INVESTMENT ADVISORS LLC
CRD#: 143750 / SEC#: 801-67818
RIA
Registered Investment Advisory firm - (4/23/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(6/6/2007)
Exams
Current Firm
BH
BIRCH HILL INVESTMENT ADVISORS LLC
BIRCH HILL INVESTMENT ADVISORS LLC
CRD#: 143750 / SEC#: 801-67818
RIA
Registered Investment Advisory firm - (4/23/2007 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
One International Place Suite 770, Boston, MA 02110
Mailing Address
Phone number
(617) 502-8300
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,346 |
| AUM (Assets Under Management) | $ 2,654,299,125 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2025 | ||
| 07/01/2024 | ||
| 11/09/2023 | ||
| 11/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BIRCH HILL INVESTMENT ADVISORS LLC
CRD#: 143750Boston, MA 02110TRUST BUT VERIFY
Monitor Robert Oneil
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
