Christopher Hayden O'neill

Anchor Capital Advisors LLC

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Anchor Capital Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

543 clients

Average Client Portfolio

$4.5M average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:$1M

Location

Two International Place, Suite 2110, Boston, MA, 02110-4104

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Anchor Capital Advisors LLC

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Putnam Investment Management, LLC

June 2015 - May 2021 · 5 yrs 11 mos

Putnam Retail Management Limited PartnershipBroker

August 2012 - May 2021 · 8 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.