Michael F. O'neill
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Francis O'neill, who also goes by Michael Francis Oneill, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 2 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 7, 2017 - July 12, 2025
SAGE INVESTMENT MANAGEMENT
March 21, 1988 - June 27, 1988
GT GLOBAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAGE INVESTMENT MANAGEMENT
CRD#: 113008 / SEC#: 801-32359
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 2,679,070 |
Red Flags
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