AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PC

Peter C. Campbell

WILLIAM O'NEIL SECURITIES
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 2875562
PC
Peter Charles Campbell JrWILLIAM O'NEIL SECURITIES

Professional summary

Peter Charles Campbell Jr, who also goes by Peter Charles Campbell Jr, Peter Charles Campbell Sr, Peter Charles Campbell, is a registered financial professional currently at WILLIAM O'NEIL SECURITIES located in New York, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1998. Peter has worked at 5 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55 and Series 7 exams.

Aliases

Peter Charles Campbell Jr | Peter Charles Campbell Sr | Peter Charles Campbell

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 Peter Charles Campbell 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®
None

Experience

Current

August 10, 2026 - Present

WILLIAM O'NEIL SECURITIES

Office #1: 485 Lexington Avenue 30th Floor Suite 3015, New York, NY 10017
BD
CRD#: 894
NEW YORK, NY
Past

March 10, 2026 - July 15, 2026

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

November 6, 2012 - February 4, 2026

OSCAR GRUSS & SON INCORPORATED

BD
CRD#: 2091
NEW YORK, NY
Past

March 6, 2012 - November 5, 2012

SIDOTI & COMPANY, LLC

BD
CRD#: 102860
NEW YORK, NY
Past

April 20, 1998 - June 17, 1999

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY

State Registrations and Notice Filings

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

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
Alabama
(8/10/2026)
RR
Alaska
(8/10/2026)
RR
Arizona
(8/10/2026)
RR
Arkansas
(8/10/2026)
RR
California
(8/10/2026)
RR
Colorado
(8/10/2026)
RR
Connecticut
(8/10/2026)
RR
Delaware
(8/10/2026)
RR
District of Columbia
(8/10/2026)
RR
Florida
(8/10/2026)
RR
Georgia
(8/10/2026)
RR
Hawaii
(8/10/2026)
RR
Idaho
(8/10/2026)
RR
Illinois
(8/10/2026)
RR
Indiana
(8/10/2026)
RR
Iowa
(8/10/2026)
RR
Kansas
(8/10/2026)
RR
Kentucky
(8/10/2026)
RR
Louisiana
(8/10/2026)
RR
Maine
(8/10/2026)
RR
Maryland
(8/10/2026)
RR
Massachusetts
(8/10/2026)
RR
Michigan
(8/10/2026)
RR
Minnesota
(8/10/2026)
RR
Mississippi
(8/10/2026)
RR
Missouri
(8/10/2026)
RR
Montana
(8/10/2026)
RR
Nebraska
(8/10/2026)
RR
Nevada
(8/10/2026)
RR
New Hampshire
(8/10/2026)
RR
New Jersey
(8/10/2026)
RR
New Mexico
(8/10/2026)
RR
New York
(8/10/2026)
RR
North Carolina
(8/10/2026)
RR
North Dakota
(8/10/2026)
RR
Ohio
(8/10/2026)
RR
Oklahoma
(8/10/2026)
RR
Oregon
(8/10/2026)
RR
Pennsylvania
(8/10/2026)
RR
Rhode Island
(8/10/2026)
RR
South Carolina
(8/10/2026)
RR
South Dakota
(8/10/2026)
RR
Tennessee
(8/10/2026)
RR
Texas
(8/10/2026)
RR
Utah
(8/10/2026)
RR
Vermont
(8/10/2026)
RR
Virginia
(8/10/2026)
RR
Washington
(8/10/2026)
RR
West Virginia
(8/10/2026)
RR
Wisconsin
(8/10/2026)
RR
Wyoming
(8/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/11/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 3/19/2012
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 3/5/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

WO
WILLIAM O'NEIL SECURITIES
O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES | WILLIAM O'NEIL & COMPANY, INCORPORATED | WILLIAM O'NEIL & CO., INCORPORATED | WILLIAM O'NEIL & CO. INCORPORATED | O'NEIL SECURITIES, INCORPORATED

CRD#: 894 / SEC#: , 8-11763

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Loading...

Contact information

Main Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110
Mailing Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110
Phone number
(617) 936-8584
Established
California since 11/07/1963
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
O'NEIL CAPITAL MANAGEMENT INC.PARENT COMPANY
ACHEKIAN, TROFINANCE MANAGER, FINOP7864191
JANNETTA, GREGORY SAMUELCHIEF EXECUTIVE OFFICER2557823
MASOTTI, ALEXANDER VICTORGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER6375390

Disclosures

Regulatory Event4

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

WILLIAM O'NEIL SECURITIES

CRD#: 894New York, NY 10017

TRUST BUT VERIFY

Monitor Peter Campbell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Nicholas Wayne Rygiel
Nicholas RygielAdvisorCheck Check Mark
PROTOCOL WEALTH, LLC
IAR
RR
Havertown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.