William Kurtz O'connor
Investment adviser representative at Armstrong Advisory Group Inc.
10 yearsExperience
1 stateRegistered in
$1.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Armstrong Advisory Group Inc.Dec 2025 to now
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaMay 2024 to now
- Pruco Securities LLCJul 2023 to Nov 2024
- UnemployedMar 2023 to Jul 2023
- Mintz, Levin, Cohn, Ferris, Glovsky, & Popeo P.C.Dec 2019 to Mar 2023
- Longfellow Staffing IncOct 2019 to Dec 2019
- UnemployedSep 2019 to Oct 2019
- Depaul UniversityJun 2019 to Aug 2019
- Northwestern UniversitySep 2018 to Sep 2019
- Financial FinesseJul 2018 to Aug 2018
- UnemployedJun 2018 to Jul 2018
- Northwestern UniversityAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Armstrong Advisory Group Inc.
$1.7BAssets managed
1,494Clients
14Advisers
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
- 7744610
- Firm CRD
- 318662