Member (01/2025) and Chief Investment Officer · Pine Valley Investments
Christopher J O'Neill
CRD 4722371 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Pine Valley Investments, an SEC-registered wealth manager based in Marlton, NJ with $2.7 billion in regulatory assets, lists Christopher J O'Neill on its Form ADV as Member (01/2025) and Chief Investment Officer. The SEC filings also name Christopher at 1 other registered adviser.
Firms and roles
- Pine Valley InvestmentsMember (01/2025) and Chief Investment OfficerWealth manager · Marlton, NJ · $2.7B in regulatory assets
- Magarian Capital Management, LLCMemberAsset manager · SAN Antonio, TX · $260M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Harry E. MoradManaging Member, Pine Valley Investments
- Joseph B. DuncanMember, Pine Valley Investments
- Max L. SchatzowChief Compliance Officer, Pine Valley Investments
- Michael R. ModicaMember (01/2025) & Chief Financial Officer, Pine Valley Investments
- Nicholas LamponeMember (01/2025) and Chief Strategy Officer, Pine Valley Investments
2 more people named with Christopher on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.