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Charles Theodore O'Neill is a financial advisor professional located in Weston, MA. They specialize in financial advisory.
Charles Theodore O'Neill - Family Wealth Architects Llc holds an active professional license (FINRA CRD) for your protection.
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Charles Theodore O'Neill operates Family Wealth Architects LLC in Weston, Massachusetts, offering financial advisory services. The firm holds FINRA CRD registration number 4200383, which places it under the regulatory oversight of the Financial Industry Regulatory Authority. This registration indicates the business operates within established compliance and disclosure frameworks for securities-related advisory work. Prospective clients can verify registration details through FINRA's public database.
FINRA CRD registration means the advisor and firm are registered with the Financial Industry Regulatory Authority, a self-regulatory organization that oversees broker-dealers and investment advisors in the securities industry. This registration requires compliance with FINRA rules, regular reporting, and adherence to conduct and disclosure standards. The CRD (Central Registration Depository) number is a unique identifier that allows clients and regulators to look up the firm's registration status, any disciplinary history, and relevant business information through FINRA's public BrokerCheck tool.