Douglas R. Oneill
Professional summary
Douglas Robert Oneill, who also goes by Douglas Robert O'neill, is a registered financial advisor currently at MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC located in Indianapolis, Indiana.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Douglas has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Robert Oneill's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2024 - Present
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
Office #1: 3105 E 98th Street Suite 170, Indianapolis, IN 46280February 18, 2011 - April 30, 2021
RAYMOND JAMES & ASSOCIATES, INC.
July 30, 2010 - April 30, 2021
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 122212 / SEC#: 801-62577
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2024)
Exams
Series 7TO
Date: 3/17/2024
General Securities Representative ExaminationCurrent Firm
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 122212 / SEC#: 801-62577
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,651 |
| AUM (Assets Under Management) | $ 711,344,137 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 05/09/2024 | ||
| 05/15/2023 |
Red Flags
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