Ryan Oconnor (CRD# 7342978) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Apr 2022 - Current | 2 |
| Alliant Retirement Consulting | Woodbury, NY | Jun 2021 - Current | 2 |
| Alliant Insurance Services, Inc. | Woodbury, NY | Jun 2021 - Current | 2 |
| Cetera Advisor Networks | El Segundo, CA | Feb 2021 - Apr 2022 | 1 |
| Alliant Retirement Services Inc. | Woodbury, NY | Mar 2020 - Jun 2021 | 1 |
| Molloy College | Rockville Centre, NY | Aug 2018 - Dec 2020 | 2 |
| Independent Statistical Consulting Company | Seaford, NY | Aug 2018 - Sep 2020 | 2 |
| Integrated Pension Design, Inc. | East Northport, NY | Oct 2018 - Nov 2018 | < 1 |
| Unemployed | Levittown, NY | Feb 2018 - Jul 2018 | < 1 |
| Jc Broderick And Associates | Hauppauge, NY | Jul 2017 - Jan 2018 | < 1 |
| Jc Broderick And Associates | Hauppauge, NY | May 2016 - Sep 2017 | 1 |
| Binghamton University | Binghamton, NY | Aug 2013 - May 2017 | 3 |
| H And R Block | Hicksville, NY | Dec 2015 - Mar 2016 | < 1 |
| Levittown Public Schools | Levittown, NY | May 2015 - Aug 2015 | < 1 |
| Ac Moore Arts & Crafts | Bethpage, NY | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- NY
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Total Assets Under Management144MILLIONS
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Total Number of Accounts47ACCOUNTS
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Average Account Value$3,063,830
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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