Robert
O'Connor
Vanguard Advisers, Inc
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About this Advisor
Robert O'Connor is a financial advisor working in Malvern, Pennsylvania with a total of 2 years of industry experience. O'Connor is an employee of Vanguard Advisers, Inc. Over the course of their career, they have held roles at Jimmy John'S Gourmet Sandwiches, The Vanguard Group, Inc, Collegeville Eye Physicians And Surgeons, Spring Hollow Golf Club, Philadelphia Elite Group, Bloomsburg University Mail Services, Pope John Paul Ii High School and Bloomsburg University. O'Connor maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Pennsylvania and Texas. Vanguard Advisers, Inc is a firm based in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It manages $299 billion in assets between its 634,470 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 958 charitable organizations. Of its 634,470 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in investable assets. Vanguard Advisers, Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on the financial services. Fees billed by Vanguard Advisers, Inc most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert O'Connor Work History
Robert has been registered as a financial advisor for 2 years.*
The Vanguard Group, Inc
Philadelphia Elite Group
Jimmy John'S Gourmet Sandwiches
Spring Hollow Golf Club
Bloomsburg University Mail Services
Bloomsburg University
Collegeville Eye Physicians And Surgeons
Pope John Paul Ii 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 Robert O'Connor 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 Vanguard Advisers, Inc
Charlotte, NC
Malvern, PA
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Malvern, PA
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Malvern, PA
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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