Adviser and broker representative · The Strategic Financial Alliance, Inc.
Stephen P. Oneil
CRD 1426336 · Alpharetta, GA
At a glance
Stephen P. Oneil is an investment adviser representative with The Strategic Financial Alliance, Inc. in Alpharetta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2003, about 23 years ago. Stephen is also registered as a broker representative.
Current advisory firm
- The Strategic Financial Alliance, Inc.Since November 2003Alpharetta, GA · $382M in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Stephen’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
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.