Michael OconnorCRD Number: 3104084
Current Firm: Wrapmanager Inc.
Michael Oconnor (CRD# 3104084) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 19 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Wrapmanager, Inc.||San Francisco, CA||Apr 2010 - Current||8|
|Prospera Financial Services, Inc.||Dallas, TX||Apr 2010 - Sep 2016||6|
|Capital Brokerage Corporation||San Mateo, CA||Apr 2008 - Mar 2010||1|
|Assetmark Capital Corporation||San Mateo, CA||Mar 2004 - Mar 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
Total Assets Under Management290MILLIONS
Total Number of Accounts775ACCOUNTS
Average Account Value$374,493
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, SC, TN, TX, UT, VA, VT, WA, WI