David O'Neill has been an investment adviser representative at Clarity Financial Advisors since November 2022, and is not listed among the firm’s executive officers or direct owners.
Clarity Financial Advisors LLC is a St. Petersburg, FL firm with $150M under management, 992 clients and 6 advisers across 8 offices, as of its September 2026 filing.
David O'Neill’s longest registration is the current one, 3 years at Clarity Financial Advisors since 2022. Before joining Clarity Financial Advisors in 2022, David O'Neill was registered through Cambridge Investment Research Advisors, Inc.
- Cambridge Investment Research Advisors, Inc.– · under a yearBradenton, FL · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
David O'Neill is registered as an investment adviser representative in Florida, since November 2022.
- FloridaSince 8 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 November 2021 |
| Series 7TO | General Securities Representative Examination | 15 September 2021 |
| SIE | Securities Industry Essentials Examination | 8 April 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Michael O'Neill
- CRD
- 7380084
- Firm
- Clarity Financial Advisors · CRD 323321
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does David O'Neill work?
David O'Neill is an investment adviser representative registered through Clarity Financial Advisors LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is David O'Neill a financial advisor?
Yes. David O'Neill has a current investment-adviser registration in Florida, through Clarity Financial Advisors since November 2022.
How many years of experience does David O'Neill have?
David O'Neill has 5 years in the financial industry, since September 2021, across 2 adviser firms.
What exams has David O'Neill passed?
David O'Neill has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2021.
Where did David O'Neill work before Clarity Financial Advisors?
Before Clarity Financial Advisors, David O'Neill was registered through Cambridge Investment Research Advisors, Inc., December 2021 to November 2022.
Is David O'Neill registered with FINRA?
No. David O'Neill has no current broker registration.
How can I verify David O'Neill’s record?
Search CRD 7380084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David O'Neill’s full registration record.
