Erik W. O'neal

BRYN MAWR TRUST ADVISORS

Philadelphia, PA 19103

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CRD#: 5371377

Professional summary

Erik William O'neal, CFP®, who also goes by Erik William Oneal, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Philadelphia, Pennsylvania.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Erik has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erik William Oneal

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.

O'NEAL CONSULTING GROUP, START DATE 03/01/2013, DOYLESTOWN, PA, PRESIDENT/OWNER, FORMER FINANCIAL SERVICES CONSULTANCY, COMPANY CURRENTLY NOT OFFERING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik William O'neal'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®

CFP^®

Certified Financial Planner

Experience

Current

October 18, 2016 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 1818 Market Street 22nd Floor, Philadelphia, PA 19103

RIA

CRD#: 285359

Philadelphia, PA

Past

June 23, 2014 - March 30, 2017

WEST CAPITAL MANAGEMENT, INC.

RIA

CRD#: 110572

PHILADELPHIA, PA

Past

September 18, 2012 - March 1, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

KING OF PRUSSIA, PA

Past

September 18, 2012 - March 1, 2013

LPL FINANCIAL LLC

CRD#: 6413

KING OF PRUSSIA, PA

Past

January 26, 2012 - September 18, 2012

CETERA WEALTH SERVICES, LLC

CRD#: 13572

KING OF PRUSSIA, PA

Past

June 20, 2011 - October 12, 2011

FRIEDENTHAL FINANCIAL, LLC

RIA

CRD#: 150457

VOORHEES, NJ

Past

March 25, 2011 - June 27, 2011

MORGAN STANLEY

RIA

CRD#: 149777

PHILADELPHIA, PA

Past

March 25, 2011 - June 27, 2011

MORGAN STANLEY

CRD#: 149777

PHILADELPHIA, PA

Past

January 14, 2010 - March 10, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

PLYMOUTH MEETING, PA

Past

October 13, 2009 - March 10, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PLYMOUTH MEETING, 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".

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 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
(4/3/2017)

IAR

Pennsylvania
(10/18/2016)

IAR

Texas
(10/18/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/7/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/12/2009

General Securities Representative Examination

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 Approved)

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Contact information

Main Address

1818 Market Street 22nd Floor, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 731-1820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A_06302025 (6/30/2025)

Regulatory assets under management

Total Number of Accounts	3,371
AUM (Assets Under Management)	$ 3,011,732,671

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/13/2024	Cover Page	Report
04/09/2024	Cover Page	Report
02/27/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Erik W. O'neal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik William O'neal's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST CAPITAL MANAGEMENT, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

FRIEDENTHAL FINANCIAL, LLC

MORGAN STANLEY

MORGAN STANLEY

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2009

Series 7

Date: 10/12/2009

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRYN MAWR TRUST ADVISORS, LLC

TRUST BUT VERIFY

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