William J. Oneill

STRATEGIC WEALTH MANAGEMENT LLC

SOUTH NATICK, MA 01760

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CRD#: 7396734

Professional summary

William Joseph Oneill, AIF®, who also goes by William Joseph O'neill, is a registered financial advisor currently at STRATEGIC WEALTH MANAGEMENT LLC located in South Natick, Massachusetts and DAI SECURITIES, LLC located in Natick, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. William has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Joseph O'neill

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.

1) Strategic Wealth Management, LLC; Investment related; South Natick, MA; Registered Investment Advisor; Manager and Investment Advisor Representative; June 2025; 40+ hours; 40+ hours; Day to day management of the organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Oneill'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 26, 2025 - Present

STRATEGIC WEALTH MANAGEMENT LLC

Office #1: 8 Pleasant St 2b, South Natick, MA 01760

RIA

CRD#: 335792

SOUTH NATICK, MA

Current

September 26, 2025 - Present

DAI SECURITIES, LLC

Office #1: 8 Pleasant Street Unit 2b, Natick, MA 01760

CRD#: 36673

NATICK, MA

Past

July 25, 2025 - September 26, 2025

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

S. Natick, MA

Past

January 23, 2023 - September 26, 2025

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

South Natick, MA

Past

February 22, 2022 - December 31, 2022

RCX CAPITAL GROUP, LLC

CRD#: 114290

THE WOODLANDS, TX

Past

June 28, 2021 - June 16, 2025

ASSET STRATEGY ADVISORS, LLC

RIA

CRD#: 139879

NATICK, MA

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.

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

Connecticut
(9/26/2025)

Florida
(9/26/2025)

Idaho
(9/26/2025)

Maine
(9/26/2025)

Maryland
(9/26/2025)

IAR

Massachusetts
(8/26/2025)

Massachusetts
(9/26/2025)

New Hampshire
(9/26/2025)

North Carolina
(9/26/2025)

Texas
(9/26/2025)

IAR

Texas
(10/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/29/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/8/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/16/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC WEALTH MANAGEMENT LLC

STRATEGIC WEALTH MANAGEMENT LLC | STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 335792 / SEC#:

Florida

Registered Investment Advisory firm - (11/7/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (8/26/2025 Approved)

Texas

Registered Investment Advisory firm - (10/7/2025 Conditional Restricted)

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Contact information

Main Address

8 Pleasant St 2b, South Natick, MA 01760

Mailing Address

Phone number

(508) 654-5562

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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William J. Oneill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Oneill's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH MANAGEMENT LLC

DAI SECURITIES, LLC

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

RCX CAPITAL GROUP, LLC

ASSET STRATEGY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/29/2021

Series 65

Date: 6/8/2021

Series 7TO

Date: 2/22/2022

SIE

Date: 9/16/2020

FINRA

Current Firm

STRATEGIC WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

STRATEGIC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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