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CO

Cristy M. O'neil

EATON VANCE DISTRIBUTORS
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 3232750
CO

Professional summary

Cristy Marie O'neil, who also goes by Cristy M Oneil, Cristy Marie Oneil, is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts and MORGAN STANLEY DISTRIBUTION, INC. located in Boston, Massachusetts.

Cristy is registered as a RR (Registered Representative) and started their career in finance in 1999. Cristy has worked at 12 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Cristy M Oneil | Cristy Marie 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Cristy Marie O'neil'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

October 20, 2016 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: One Post Office Square, Boston, MA 02109
BD
CRD#: 37731
BOSTON, MA
Current

August 13, 2025 - Present

MORGAN STANLEY DISTRIBUTION, INC.

Office #1: 1 Post Office Square, Boston, MA 02109
BD
CRD#: 30344
Boston, MA
Past

May 20, 2016 - October 20, 2016

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

May 11, 2016 - October 20, 2016

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

December 18, 2009 - September 1, 2015

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
LYNNFIELD, MA
Past

June 10, 2009 - September 1, 2015

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

May 30, 2008 - July 21, 2008

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

May 9, 2006 - June 5, 2007

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
BOSTON, MA
Past

May 9, 2006 - June 5, 2007

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

November 28, 2001 - September 10, 2004

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

October 1, 2001 - September 14, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

October 1, 2001 - September 14, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 26, 1999 - September 16, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, 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
Massachusetts
(10/20/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/23/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/14/2002
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/28/2000
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

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

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

BD
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MORGAN STANLEY INVESTMENT MANAGEMENT INC.OWNER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER AND FINOP7463692
MCMULLEN, FREDERICK ALLENDIRECTOR AND TEXAS DESIGNATED PRINCIPAL2537409
SCHOEN, SAMANTHA JANEDIRECTOR7006907
WITKOS, MATTHEW JOSEPHPRESIDENT AND DIRECTOR2034689

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

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344Boston, MA 02109

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