Thomas Kelly O'connor
Investment adviser representative at Private Advisor Group, LLC
10 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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
- Seminars and workshops
Experience
10 years in the industry.
- Private Advisor Group, LLCMay 2025 to now
- LPL Financial LLCMay 2025 to now
- LeidosJan 2020 to Apr 2025
- LeidosMay 2019 to Aug 2019
- O'connor's Painting Service, IncMay 2018 to Aug 2018
- Zenimax Media IncMay 2017 to Aug 2017
- Elon UniversityAug 2016 to Dec 2019
- Elon University - Campus Recreation & WellnessAug 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 8074054
- Firm CRD
- 155216