Hilary A. O'neill

MORGAN STANLEY DISTRIBUTION

New York, NY 10036

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CRD#: 2585506

Professional summary

Hilary Ann O'neill, who also goes by Hilary Ann Hoffman, Hilary Ann Oneill, is a registered financial professional currently at MORGAN STANLEY DISTRIBUTION, INC. located in New York, New York.

Hilary is registered as a RR (Registered Representative) and started their career in finance in 1995. Hilary has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Hilary Ann Hoffman | Hilary Ann Oneill

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Hilary Ann O'neill'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®

None

Experience

Current

July 3, 2006 - Present

MORGAN STANLEY DISTRIBUTION, INC.

Office #1: 1585 Broadway, New York, NY 10036

CRD#: 30344

New York, NY

Past

June 29, 2001 - July 11, 2006

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

April 10, 1995 - June 27, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Arkansas
(8/4/2021)

Florida
(8/4/2021)

Georgia
(8/4/2021)

Illinois
(8/4/2021)

Indiana
(8/4/2021)

Massachusetts
(8/4/2021)

Minnesota
(8/4/2021)

Mississippi
(8/4/2021)

Montana
(8/4/2021)

Nebraska
(8/4/2021)

Nevada
(8/4/2021)

New Mexico
(8/4/2021)

New York
(7/3/2006)

North Carolina
(8/4/2021)

North Dakota
(8/4/2021)

Puerto Rico
(8/4/2021)

Rhode Island
(8/4/2021)

South Carolina
(8/4/2021)

South Dakota
(8/4/2021)

Texas
(8/4/2021)

Utah
(8/4/2021)

Washington
(8/4/2021)

Wisconsin
(8/4/2021)

Exams

State Security Law Exam

Series 63

Date: 5/16/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/9/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MORGAN STANLEY DISTRIBUTION, INC.

MAS FUND DISTRIBUTION, INC. | MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344 / SEC#: , 8-44766

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

1585 Broadway, New York, NY 10036

Mailing Address

1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231

Phone number

(212) 296-7860

Established

Pennsylvania since 02/28/1992

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
MORGAN STANLEY INVESTMENT MANAGEMENT INC.	OWNER
FAHEY, LAWRENCE LOUIS	PRINCIPAL OPERATIONS OFFICER	2097212
KASETA, LYNN M	CHIEF COMPLIANCE OFFICER	6451373
KUSH, ANTHONY N	PRINCIPAL FINANCIAL OFFICER AND FINOP	7463692
MCMULLEN, FREDERICK ALLEN	DIRECTOR AND TEXAS DESIGNATED PRINCIPAL	2537409
SCHOEN, SAMANTHA JANE	DIRECTOR	7006907
WITKOS, MATTHEW JOSEPH	PRESIDENT AND DIRECTOR	2034689

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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Hilary A. O'neill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Hilary Ann O'neill's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY DISTRIBUTION, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/16/1995

SIE

Date: 10/1/2018

Series 7

Date: 4/7/1995

Series 24

Date: 11/9/2011

FINRA

Current Firm

MORGAN STANLEY DISTRIBUTION, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

MORGAN STANLEY DISTRIBUTION, INC.

TRUST BUT VERIFY

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