Sean Patrick O'connor
Investment adviser representative at Corient
8 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
8 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientJan 2023 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Columbia Pacific Wealth ManagementNov 2020 to Aug 2023
- Lido Advisors, LLCSep 2018 to Nov 2020
- Bank of America, N.A.Jun 2015 to Sep 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 5648889
- Firm CRD
- 319448