Daniel
Oconnor
Kestra Advisory Services, LLC
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About this Advisor
Daniel Oconnor is a financial advisor working out of Pittsburgh, Pennsylvania who has 2 years of relevant experience. Oconnor is on the advisory team at Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Thornburg Middle School, Wendy'S, Hillsdale College Kirby Center, Public Partnerships LLC, Federated Hermes Inc, Kestra Investment Services, LLC, Saint Michael The Archangel High School, Saint Vincent College and Kestra Advisory Services, LLC. Oconnor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Kestra Advisory Services, LLC is a financial advisory firm that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It manages $42 billion in assets among its 140,407 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 140,407 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on which service is provided. Fee types billed by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Oconnor Work History
Daniel has been registered as a financial advisor for 2 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Federated Hermes Inc
Hillsdale College Kirby Center
Thornburg Middle School
Wendy'S
Public Partnerships LLC
Saint Vincent College
Saint Michael The Archangel High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Oconnor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Austin, TX
Richland, WA
Lutherville Timonium, MD
Canton, OH
Cushing, TX
Austin, TX
Pittsburgh, PA
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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