Travis Matthew Oconnor
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Jun 2025 to now
- The Vanguard Group, Inc.May 2025 to now
- Equitable Advisors, LLC.May 2024 to May 2025
- Firstrust Financial ResourcesMay 2024 to May 2025
- Ameriprise Financial Services, LLC.Sep 2020 to Feb 2024
- Kelman and Magliari ManagementSep 2020 to Feb 2024
- Capital AnalystsJan 2019 to Sep 2020
- Lincoln InvestmentJun 2016 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 6673693
- Firm CRD
- 106715