TO
Timothy B. Oneill
KESTRA ADVISORY SERVICES
Pittsburgh, PA 15241
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CRD#: 2227775
TO
Timothy Berthold OneillKESTRA ADVISORY SERVICES
Professional summary
Timothy Berthold Oneill is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
None
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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BERTHOLD CAPITAL POSITION: Founder and CEO NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/04/2026 ADDRESS: 71 McMurray Road, Suite 209, Pittsburgh, PA 15241, Pittsburgh PA 15241, United States DESCRIPTION: I provide investment related services and activities as a dually registered representative and investment advisory representative. I follow Regulation Best Interest (Reg BI) which requires acting in the clients best interest when making recommendations as an RR and I follow the Fiduciary Standard, always putting the client's interest first when providing advice and recommendations as an IAR. Name: TIMOTHY AND ALIDA O'NEILL POSITION: Co-owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2026 ADDRESS: 439 Longleaf Drive, Venetia PA 15367, United States DESCRIPTION: Co-Owner who collects rental income and provides for any upkeep or repairs to the premises.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Berthold Oneill'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
August 4, 2026 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 71 Mcmurray Road Suite 209, Pittsburgh, PA 15241RIA
CRD#: 283330
Pittsburgh, PA
Current
August 4, 2026 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 71 Mcmurray Rd Ste 209, Pittsburgh, PA 15241BD
CRD#: 42046
Pittsburgh, PA
Past
July 21, 2010 - August 6, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
PITTSBURGH, PA
Past
March 21, 2001 - December 31, 2003
NEXUS FINANCIAL NETWORK, LLC
RIA
CRD#: 121944
PITTSBURGH, PA
Past
July 9, 1997 - August 6, 2026
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PITTSBURGH, PA
Past
April 20, 1992 - June 27, 1997
FEDERATED SECURITIES CORP.
BD
CRD#: 5009
PITTSBURGH, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(8/4/2026)
RR
Colorado(8/4/2026)
RR
Florida(8/4/2026)
RR
Missouri(8/4/2026)
RR
New York(8/4/2026)
RR
Ohio(8/4/2026)
RR
Pennsylvania(8/4/2026)
IAR
Pennsylvania(8/4/2026)
RR
South Carolina(8/4/2026)
RR
Texas(8/4/2026)
IAR
Texas(8/4/2026)
RR
Virginia(8/4/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
