Eugene O'connor, financial advisor Williamsville NY
96 score

Eugene O'connor

CRD Number: 1834776
Current Firm: Wny Asset Management, LLC

Eugene O'connor (CRD# 1834776) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 24 years of experience in the finance industry. Eugene O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Williamsville, NY Jun 2012 - Current 4
Wny Asset Management Williamsville, NY Jun 2012 - Current 4
Bank Of America, N.a. Williamsville, NY Jun 2009 - Jun 2012 3
Merrill Lynch, Pierce, Fenner & Smith Williamsville, NY Apr 2004 - Jun 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for Eugene P. O'connor
Phone Number: 716-626-0060
Firm Website:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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