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Richard O'Neil

Partner at Cooke & Bieler

Investment adviser registrationPhiladelphia, PASEC record checked 17 October 2026

25
Years in the industry
25
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Richard O'Neil is Partner of Cooke & Bieler, L.P., a Philadelphia investment adviser managing $10.6B. Richard O'Neil has been registered through Cooke & Bieler since 8 June 2001, has 25 years in the industry across 1 firm and has passed the Series 65, Series 2 and Series 63.

Role at Cooke & Bieler

Title on Schedule A
Partner
Control
Richard O'Neil is not a control person of Cooke & Bieler.
Ownership
The filed direct ownership band is 10% to 25%.
Tenure
Richard O'Neil has held the filed role since June 2001.

The firm

Cooke & Bieler, L.P.
Philadelphia, PA

Form ADV filed 30 March 2026

$10.6B AUM209 clients14 advisers2 offices

Career on record

Richard O'Neil has been registered through Cooke & Bieler since June 2001.

Firms and exams, newest first
  1. Cooke & Bieler, L.p.Current
    – present · 25 years
    Philadelphia, PA · Adviser representative · Firm CRD 113859
  2. Passed Series 63 · 1991
  3. Passed Series 65 and Series 2 · 1989

Registrations and exams

Richard O'Neil has a current investment-adviser registration in Pennsylvania and has passed 3 qualifying exams.

Pennsylvania8 June 2001
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6323 January 1991
Name
Uniform Securities Agent State Law Examination
Series 655 October 1989
Name
Uniform Investment Adviser Law Examination
Series 212 October 1989
Name
Non-Member General Securities Examination

Individual record

Full name
Richard James O'Neil
CRD
1987959
Firm
Cooke & Bieler, L.P.
Registration status
Investment adviser registration
Office
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103
Firm bio
cooke-bieler.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Cooke & Bieler identifies James O’Neil as a partner, analyst and portfolio manager. The firm says he previously worked as an investment officer in Mellon Bank’s Capital Markets Department. Official firm biography

Education

Common questions

Where does Richard O'Neil work?

Richard O'Neil has been Partner of Cooke & Bieler, L.P. since June 2001.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Richard O'Neil a financial advisor?

Yes. Richard O'Neil has a current investment-adviser registration in Pennsylvania, through Cooke & Bieler since June 2001, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Richard O'Neil have?

Richard O'Neil has worked in the financial industry for 25 years as of 17 October 2026, counted from 7 June 2001, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Richard O'Neil passed?

Richard O'Neil has passed 3 licensing exams: the Series 65, Series 2 and Series 63. The earliest, the Series 65, was passed in October 1989.

Source: IAPD individual record, checked 17 October 2026

Where is Richard O'Neil based?

Richard O'Neil’s registered office is in Philadelphia, PA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Cooke & Bieler

Sources

  1. IAPD individual record, CRD 1987959. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cooke & Bieler, L.P., filed 30 March 2026. Title, control and ownership bands.
  3. Cooke & Bieler team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Richard O'Neil or Cooke & Bieler, L.P. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.