SO
Sean P. Oneill
PELICAN INVESTMENT ADVISORS
Mandeville, LA 70471
Some features on this profile are disabled
CRD#: 7587737
SO
Professional summary
Sean Patrick Oneill is a registered financial advisor currently at PELICAN INVESTMENT ADVISORS, LLC located in Mandeville, Louisiana.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sean has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
-Strategic Equitable Advisory Network, LLC -Non-investment related -2140 8th Street, Suite 203, Mandeville, LA 70471 -Insurance Business -Partner -02/2025 -4 hours/month -None -Administration -O'Neill, APAC -Non-investment related -2140 8th Street, Suite 203, Mandeville, LA 70471 -Accounting Practice -Managing Director -01/2017 -240 hours/month -130 hours during trading hours -Tax preparation and review, firm administration and client consulting
CRS (Client Relationship Summary) - RIA
Click below to view Sean Patrick 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®
NoneExperience
Current
April 1, 2025 - Present
PELICAN INVESTMENT ADVISORS, LLC
Office #1: 2140 8th Street, Suite 203, Mandeville, LA 70471RIA
CRD#: 313227
Mandeville, LA
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
Louisiana(4/1/2025)
Exams
Current Firm
PI
PELICAN INVESTMENT ADVISORS, LLC
PELICAN INVESTMENT ADVISORS, LLC
CRD#: 313227 / SEC#: 801-120649
RIA
Registered Investment Advisory firm - (7/27/2022 Terminated)Louisiana
Registered Investment Advisory firm - (7/26/2022 Approved)Texas
Registered Investment Advisory firm - (7/11/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
10307 Jefferson Highway Suite A, Baton Rouge, LA 70809
Mailing Address
Phone number
(225) 293-9283
Established
Firm type
Fiscal year end
# of Employees
9
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 72,510,000 |
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.
