Grace Oconnor, financial advisor Philadelphia PA

Grace Oconnor

CRD Number: 7144015
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grace Oconnor (CRD# 7144015) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Philadelphia, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Philadelphia, PA Nov 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia, PA Jul 2021 - Current < 1
Student Newark, DE Aug 2020 - May 2021 < 1
Merrill Lynch Philadelphia, PA Jun 2020 - Aug 2020 < 1
Lovett Advisors Newark, DE Feb 2020 - Jun 2020 < 1
Rosewood Farms Elkton, MD Sep 2019 - Jun 2020 < 1
Aeo Newark, DE Jul 2019 - Dec 2019 < 1
Merrill Lynch Wayne, PA Jun 2019 - Aug 2019 < 1
Student Newark, DE Jun 2017 - Jun 2019 2
Walgreens West Milford, NJ Sep 2016 - Jun 2017 < 1
Student West Milford, NJ Jan 2011 - Sep 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Grace L. Oconnor
Phone Number: 800-637-7455
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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