Matthew J Oconnor
Investment adviser representative at Esi Financial Advisors
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 feeCommissions
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.
- Equity Services, Inc.May 2026 to now
- Integrated Financial ConceptsSep 2025 to now
- Teacher's Pension & Insurance ServicingMar 2025 to now
- Channel Marker CafeMay 2025 to Sep 2025
- Secor Asset Management LPJul 2024 to May 2025
- Stevens Institute of TechnologyAug 2020 to May 2024
- Channel Marker CafeMay 2020 to Aug 2020
- Academy for Information TechnologyAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 8266338
- Firm CRD
- 265