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Ruairi Oneill

Advisor at TD private Client Wealth LLC — Allendale, NJ

Updated today

Credentials

ChFC®, Series 66, Series 63

Experience

12 years

Location

Ramsey, NJ 07446

TD private Client Wealth LLC logo

TD private Client Wealth LLC

Enterprise

Total advisors

532

Across 122 offices

Clients per advisor

48 Low

Avg AUM per client

$270,263 Low

HNW client ratio

6% Low

About

Ruairi Oneill is a ChFC®-designated financial advisor with 12 years of industry experience, currently with TD Private Client Wealth LLC. His prior experience includes roles at Tapfin/EY and Ameriprise. He is based in Ramsey, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation and employs both affiliated and third-party sub-managers.

Client services

Based on TD private Client Wealth LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on TD private Client Wealth LLC

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on TD private Client Wealth LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.05% $2,000,000 - $4,000,000: 0.85% $4,000,000+: 0.65%

Other

Account minimum: $1,000,000

Location

See office

Allendale, NJ

63 West Allendale Avenue

Allendale NJ 07401

Advisors at this office

27

Most active in

California · Florida · New Jersey · New York · Pennsylvania

Work history

12 years of industry experience

TD Bank N.A.

2023 - Present • 3 years

Fair Lawn, NJ

TD Private Client Wealth LLC

2023 - Present • 3 years

Fair Lawn, NJ

Unemployed

2022 - 2023 • 1 year

Cliffside Park, NJ

Tapfin/EY

2018 - 2022 • 4 years

Secaucus, NJ

Unemployed

2018 - 2018 • 1 year

Cliffside Park, NJ

Ameriprise

2018 - 2018 • 1 year

Westfield, NJ

Unemployed

2017 - 2018 • 1 year

Cliffiside Park, NJ

Excel Gens/Nasdaq Dorsey Wright

2016 - 2017 • 1 year

New York, NY

Equitable Advisors

2015 - 2016 • 1 year

Edison, NJ

J.P. Morgan Securities

2012 - 2013 • 1 year

Bayside, NY

Chase Investment Services Corp.

2012 - 2012 • 1 year

Bayside, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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