This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC WEALTH MANAGEMENT LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Jun 8, 2021

First registration

Jun 28, 2021

Dual registered

yes, broker-dealer

Other names

WILLIAM JOSEPH O'NEILL|William Joseph ONeill

IAPD individual key

7396734

• Occurred

  Sep 26, 2025
  Advisor changed firm

  William Joseph O'Neill left Concorde Asset Management, Llc for Strategic Wealth Management Llc (registered 2025-08-26)

  Form ADVobserved 4 days ago
• Occurred

  Jun 16, 2025
  Advisor changed firm

  William Joseph O'Neill left Asset Strategy Advisors, Llc for Concorde Asset Management, Llc (registered 2025-07-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b795e77-1e9f-7a2b-eec1-bd2007eb4ef5

First observed

Jun 28, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.