Glen Michael Oconnor
Investment adviser representative at Newedge Advisors
23 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Glen Michael Oconnor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Newedge AdvisorsJul 2025 to now
- Newedge Securities, LLCJul 2025 to now
- Pensionmark Securities, LLCSep 2017 to Jul 2025
- Pensionmark Financial Group, LLC Dba/ Axios Advisory GroupSep 2015 to Jul 2025
- Capfinancial SecuritiesAug 2015 to Sep 2017
- Axios Advisory Group, Ltd.Feb 2003 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2499731
- Firm CRD
- 171351