Christian M Oconnor
Investment adviser representative at Envestnet Pmc
10 yearsExperience
2 statesRegistered in
$614.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Envestnet PmcJul 2026 to now
- Envestnet, IncJan 2026 to now
- UnemployedNov 2025 to Dec 2025
- Assetmark Brokerage LLCJan 2023 to Oct 2025
- Assetmark Financial Holdings, Inc.Jan 2023 to Oct 2025
- Quasar Distributors, LLCAug 2021 to Jan 2023
- Horizon Investments LLCJun 2021 to Jan 2023
- Foreside Financial Services, LLCAug 2018 to Jun 2021
- Northern Lights Distributors, LLCJan 2018 to Mar 2018
- Symmetry Partners, LLCOct 2017 to Jun 2021
- Kestra Financial, Inc.Jun 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 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
- 4830482
- Firm CRD
- 111694