Advisor at Pine Valley Investments
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Firm
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
CFA®
Industry experience
4 years
Christopher O’Neill is a CFA® charterholder with seven years at Pine Valley Investments and a total of four years in the financial industry. His prior experience includes roles at Archer Investment Management Solutions and S&P Dow Jones Indices. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes fundamental, technical, and quantitative analysis to tailor portfolios and offers access to private funds and third-party managers through various client arrangements.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
10 E. Stow Rd., Suite 200
Marlton, NJ 08053
New Jersey
Pine Valley Investments
2019 - Present (7 years)
Pine Valley Investments
2019 - Present (7 years)
Archer Investment Management Solutions
2018 - 2019 (1 year)
Self
2018 - 2018 (1 year)
S&P Dow Jones Indices
2008 - 2017 (9 years)
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