Cameron D. O'neill

FAMILY FIDUCIARY SERVICES

Beverly, MA 01915

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CRD#: 7028381

Professional summary

Cameron Daniel O'neill, who also goes by Cameron Daniel Oneill, is a registered financial advisor currently at FAMILY FIDUCIARY SERVICES, INC. located in Beverly, Massachusetts.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cameron has worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 31, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Daniel 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 Cameron Daniel 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

November 10, 2022 - Present

FAMILY FIDUCIARY SERVICES, INC.

Office #1: 900 Cummings Center Suite 212-u, Beverly, MA 01915

RIA

CRD#: 146339

Beverly, MA

Past

September 11, 2021 - October 21, 2022

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BOSTON, MA

Past

July 7, 2021 - October 21, 2022

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOSTON, MA

Past

July 7, 2021 - October 21, 2022

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

Boston, MA

Past

November 28, 2018 - May 20, 2021

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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".

FAMILY FIDUCIARY SERVICES, INC.

CRD#: 146339 / SEC#: 801-119095

RIA

Registered Investment Advisory firm - (7/20/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (8/18/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(11/10/2022)

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 65

Date: 10/29/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/10/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/14/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 12/21/2021

Futures Managed Funds Examination

General Industry/Product Exam

Series 7TO

Date: 11/28/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/24/2018

Securities Industry Essentials Examination

Current Firm

FAMILY FIDUCIARY SERVICES, INC.

CRD#: 146339 / SEC#: 801-119095

RIA

Registered Investment Advisory firm - (7/20/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (8/18/2020 Terminated)

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Contact information

Main Address

900 Cummings Center Suite 212-u, Beverly, MA 01915

Mailing Address

Phone number

(978) 922-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FFSI BROCHURE (FORM ADV PART 2A) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	98
AUM (Assets Under Management)	$ 204,810,860

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/19/2024	Cover Page	Report
11/30/2023	Cover Page	Report
08/16/2022	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

Cameron D. O'neill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Daniel O'neill's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITI PRIVATE ALTERNATIVES, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

FAMILY FIDUCIARY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2022

Series 66

Date: 9/10/2021

Series 63

Date: 12/14/2018

Series 31

Date: 12/21/2021

Series 7TO

Date: 11/28/2018

SIE

Date: 10/24/2018

Current Firm

FAMILY FIDUCIARY SERVICES, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAMILY FIDUCIARY SERVICES, INC.

TRUST BUT VERIFY

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