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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

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
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2022 (4 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Christopher’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
Locked
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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)

2 more people named with Christopher on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something 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.