Matthew Oconnor, financial advisor Greenville SC

Matthew Oconnor

CRD Number: 3097693
Current Firm: Fifth Third Securities, Inc.

Matthew Oconnor (CRD# 3097693) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Greenville, SC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Bank Greenville, SC Feb 2023 - Current 1
Fifth Third Securities Greenville, SC Feb 2023 - Current 1
Agia Houston, TX Dec 2022 - Feb 2023 < 1
Valic Financial Advisors Durham, NC Oct 2006 - Feb 2023 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Matthew M. Oconnor
Phone Number: 888-889-1025
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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