Colin Michael O'connor
Investment adviser representative at Capital Client Group, Inc.
9 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
Are you Colin Michael O'connor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
9 years in the industry.
- Capital Client Group, Inc.Feb 2025 to now
- Capital Group / Capital Client Group, Inc.Jan 2025 to now
- Royal United Mortgage, LLCNov 2023 to Nov 2024
- UnemployedJul 2023 to Nov 2023
- Charles Schwab & Co., Inc.Dec 2021 to Jul 2023
- UnemployedSep 2021 to Dec 2021
- SpotJul 2021 to Sep 2021
- Freight CoreJan 2021 to May 2021
- Bridgestone AmericasJun 2019 to Oct 2019
- Rainbow IrrigationMay 2018 to Jun 2018
- Eddy's Neighborhood Bar and GrillMay 2017 to Aug 2017
- Purdue UniversityAug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 7463594
- Firm CRD
- 6247