Patrick O'connor (CRD# 1482727) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cromwell, CT and has over 17 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Cromwell, CT | Aug 2018 - Current | 5 |
| Key Investment Services LLC | Manchester, CT | Apr 2017 - Aug 2018 | 1 |
| Keybank | Hamden, CT | Apr 2017 - Aug 2018 | 1 |
| Infinex Investments, Inc. | Meriden, CT | May 2014 - Apr 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- CT
- FL
- KY
- NY
- OH
- RI
- SC
- VA
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Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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