What departments does William O'Neil Securities have?

William O'Neil Securities has employees across 4 departments including Finance, Sales, Operations, Marketing.

What is the largest department at William O'Neil Securities?

The largest department at William O'Neil Securities is Sales with 4 employees.

Where are William O'Neil Securities employees located globally?

William O'Neil Securities has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has William O'Neil Securities's team size changed over time?

William O'Neil Securities's team has decreased from approximately 16 to 14 employees based on available data.

William O'Neil Securities Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

William O'Neil Securities, based in Boston, Massachusetts, operates as a broker-dealer with a buy-side trading mindset designed to act as an extension of its clients' teams. Its trading desk relationships are positioned beyond mere order execution, supported by seasoned sales traders and leadership with a long history in a family of investment companies. Traders are trained in institutional investment research through the PANARAY platform, which ties them to the O'Neil Methodology and buy-side processes while offering objective access to equity markets. This cross-training aims to provide an additional perspective on order flow while preserving agency-only objectivity and cost-efficient access to markets. Founded in 1963, the firm focuses on institutional and other buy-side clients, and in May 2026 it announced the appointment of Brian Williamson as managing director of electronic trading to broaden its electronic trading capabilities.

William O'Neil Securities Global Highlights

North America
18

United States Of America
18

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

William O'Neil Securities's Leadership

W. M.
Managing Director, Head Trader, Equities
Mobile Phone
Email
K. M.
Senior Vice President
Mobile Phone
Email
S. P.
Executive Director-Equity Sales Trading
Mobile Phone
Email
P. M.
Managing Director
Mobile Phone
Email
D. L.
Managing Director
Mobile Phone
Email
J. S.
Managing Director
Mobile Phone
Email
D. B.
Managing Director, Equity And Equity Derivative Sales And Trading
Mobile Phone
Email
D. L.
Managing Director
Mobile Phone
Email

William O'Neil Securities Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Legal
Accounting
Administrative
Other

Contact profiles from William O'Neil Securities

Name

Title

Contact Info

Location

Last Update

W. M.
Managing Director, Head Trader, Equities
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
K. M.
Senior Vice President
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. P.
Executive Director-Equity Sales Trading
Mobile Phone
Email
United StatesMassachusetts
Oct 14, 2025
P. M.
Managing Director
Mobile Phone
Email
United StatesNew York
Sep 09, 2025
D. L.
Managing Director
Mobile Phone
Email
United StatesNew York
Sep 09, 2025
J. S.
Managing Director
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
D. B.
Managing Director, Equity And Equity Derivative Sales And Trading
Mobile Phone
Email
United StatesNew York
May 31, 2026
D. L.
Managing Director
Mobile Phone
Email
Oct 16, 2024
G. H.
Managing Director
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. C.
Executive Director
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is William O'Neil Securities known for?

William O'Neil Securities operates in the Financial Services industry. The company's main headquarters is located in 211 Congress Street 5f Boston, Massachusetts 02110 United States; you can contact the main corporate office by phone at

+1-888-225-****

. Explore William O'Neil Securities's company overview page for more information.

What is William O'Neil Securities's most common email format?

William O'Neil Securities employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more William O'Neil Securities email formats with LeadIQ.

How many employees does William O'Neil Securities have currently?

William O'Neil Securities has approximately 13 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are William O'Neil Securities's key employees and leadership?

As of May 2026, William O'Neil Securities's key employees include:

Managing Director, Head Trader, Equities: W. M.
Senior Vice President: K. M.
Executive Director-Equity Sales Trading: S. P.
Managing Director: P. M.
Managing Director: D. L.

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William O'Neil Securities Employee Directory

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