Richard J. O'neil

COOKE & BIELER, L.P.

Philadelphia, PA 19103

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CRD#: 1987959

Professional summary

Richard James O'neil, who also goes by Jamie O'neil, R. James O'neil, Richard James Oneil, Richard Oneil, is a registered financial advisor currently at COOKE & BIELER, L.P. located in Philadelphia, Pennsylvania.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Richard has worked at 1 firm and has passed the Series 63, Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie O'neil | R. James O'neil | Richard James Oneil | Richard 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.

INGLIS, 2600 BELMONT AVENUE, PHILADELPHIA, PA 19131. INGLIS IS THE PARENT COMPANY OF SEVERAL ENTITIES THAT PROVIDE PROGRAMS AND SERVICES DESIGNED TO ENABLE PEOPLE WITH PHYSICAL DISABILITIES TO ENJOY LIFE WITH THE GREATEST AMOUNT OF INDEPENDENCE AND MOBILITY. I HAVE SERVED AS A MEMBER OF THE INVESTMENT COMMITTEE SINCE 2011. THE INVESTMENT COMMITTEE IS RESPONSIBLE FOR SELECTING MANAGERS AND CHOOSING THE ASSET ALLOCATION. I SPEND ABOUT 2-3 HOURS PER MONTH SERVING IN THIS FUNCTION AND ABOUT 1/2 OF THAT TIME IS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard James O'neil's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 8, 2001 - Present

COOKE & BIELER, L.P.

Office #1: Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103

RIA

CRD#: 113859

Philadelphia, PA

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".

COOKE & BIELER, L.P.

CRD#: 113859 / SEC#: 801-60411

RIA

Registered Investment Advisory firm - (6/8/2001 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

Pennsylvania
(6/8/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/23/1991

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/5/1989

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 10/12/1989

Non-Member General Securities Examination

Current Firm

COOKE & BIELER, L.P.

CRD#: 113859 / SEC#: 801-60411

RIA

Registered Investment Advisory firm - (6/8/2001 Approved)

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Contact information

Main Address

Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 246-2030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COOKE & BIELER ADV PART 2A BROCHURE 3/28/2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 11,366,428,914

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.

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Richard J. O'neil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard James O'neil's CRS (Customer Relationship Summary).

Certified licenses

Experience

COOKE & BIELER, L.P.

Primary Firm SEC Registration

COOKE & BIELER, L.P.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/23/1991

Series 65

Date: 10/5/1989

Series 2

Date: 10/12/1989

Current Firm

COOKE & BIELER, L.P.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COOKE & BIELER, L.P.

TRUST BUT VERIFY

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