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BO

Brendan M. O'neill

ARISTOTLE ATLANTIC PARTNERS
PORT WASHINGTON, NY
Some features on this profile are disabled
CRD#: 4132566
BO

Professional summary

Brendan Michael O'neill, who also goes by Brendan Michael Oneill, is a registered financial advisor currently at ARISTOTLE ATLANTIC PARTNERS, LLC located in Port Washington, New York.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brendan has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brendan Michael 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) - RIA

Click below to view Brendan Michael O'neill'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

October 13, 2022 - Present

ARISTOTLE ATLANTIC PARTNERS, LLC

RIA
CRD#: 285721
PORT WASHINGTON, NY
Past

August 28, 2021 - September 28, 2022

ARISTOTLE ATLANTIC PARTNERS, LLC

RIA
CRD#: 285721
NEW YORK, NY

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".
AA
ARISTOTLE ATLANTIC PARTNERS, LLC
ARISTOTLE | ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721 / SEC#: 801-108579

RIA
Registered Investment Advisory firm - (10/26/2016 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
Florida
(10/13/2022)

Exams

Current Firm

AA
ARISTOTLE ATLANTIC PARTNERS, LLC
ARISTOTLE | ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721 / SEC#: 801-108579

RIA
Registered Investment Advisory firm - (10/26/2016 Approved)
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Contact information

Main Address
50 Central Avenue Suite 750, Sarasota, FL 34236
Mailing Address
Phone number
(212) 652-4150
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (18 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AAP FORM ADV PART 2A 6/26/2025 (6/26/2025)

Regulatory assets under management

Total Number of Accounts348
AUM (Assets Under Management)$ 3,224,096,478

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

ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721Port Washington, NY

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