Matthew Joseph Oconnor
Investment adviser representative at Capitol Private Wealth Group LLC
19 yearsExperience
3 statesRegistered in
$562.1MFirm assets
9 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 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
Experience
19 years in the industry.
- Capitol Private Wealth Group LLCFeb 2026 to now
- Purshe Kaplan Sterling InvestmentsJan 2026 to now
- Capitol Private WealthNov 2025 to now
- Financial Resources GroupOct 2022 to Oct 2025
- LPL Financial LLCOct 2011 to Oct 2025
- Webster BankSep 2007 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (MA, PA, VA).
Capitol Private Wealth Group LLC
$562.1MAssets managed
572Clients
7Advisers
9 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
- 5276272
- Firm CRD
- 283257