Gerard O'Neill has been an investment adviser representative at Elevated Capital Advisors since March 2023, and is not listed among the firm’s executive officers or direct owners.
Elevated Capital Advisors, LLC is a Draper, UT firm with $499M under management, 1,007 clients and 19 advisers across 11 offices, as of its March 2026 filing.
Gerard O'Neill’s longest registration was 3 years at CG Advisory Services (2019–2023). Before joining Elevated Capital Advisors in 2023, Gerard O'Neill was registered through CG Advisory Services.
- – present · 3 yearsChalfont, PA · Adviser representative · Firm CRD 226721
- CG Advisory Services– · 3 yearsChalfont, PA · Adviser representative · Firm CRD 110929
Investment adviser representative registrations
Gerard O'Neill is registered as an investment adviser representative in Pennsylvania, since March 2023.
- PennsylvaniaSince 3 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gerard Joseph O'Neill
- CRD
- 7112705
- Firm
- Elevated Capital Advisors · CRD 226721
- Office
- Chalfont, PA
- Registration
- Investment adviser registration
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Gerard O'Neill work?
Gerard O'Neill is an investment adviser representative registered through Elevated Capital Advisors, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Gerard O'Neill a financial advisor?
Yes. Gerard O'Neill has a current investment-adviser registration in Pennsylvania, through Elevated Capital Advisors since March 2023.
How many years of experience does Gerard O'Neill have?
Gerard O'Neill has 7 years in the financial industry, since April 2019, across 2 adviser firms.
What exams has Gerard O'Neill passed?
Gerard O'Neill passed the Series 65 in February 2019.
Where is Gerard O'Neill based?
Gerard O'Neill’s registered office is in Chalfont, PA.
Is Gerard O'Neill registered with FINRA?
No. Gerard O'Neill has no current broker registration.
How can I verify Gerard O'Neill’s record?
Search CRD 7112705 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gerard O'Neill’s full registration record.
