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Sean Michael O'connor

TRUST ADVISORY GROUP LTD·BIRMINGHAM, Alabama
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2 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 2534352Firm CRD# 106926
01

About

Sean Michael O'connor is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with TRUST ADVISORY GROUP LTD. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRUST ADVISORY GROUP LTD
TRUST ADVISORY GROUP LTD
AUM
$560M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at TRUST ADVISORY GROUP LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2534352
Firm CRD# 106926
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean Michael O'connor offer?
Sean Michael O'connor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Sean Michael O'connor's credentials?
Sean Michael O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Michael O'connor located?
Sean Michael O'connor is based in BIRMINGHAM, Alabama, working with TRUST ADVISORY GROUP LTD. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Sean Michael O'connor charge for services?
Sean Michael O'connor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUST ADVISORY GROUP LTD?
TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BIRMINGHAM
Justin Thomas Russell — WAVERLY ADVISORS, LLCBrian B Sullivan — REGIONS INVESTMENT MANAGEMENT, INC.Matthew David Roesch — WAVERLY ADVISORS, LLCRhett Christian Bennett — RESEED FUND MANAGER, LLCJames Samuel Fitch — BRIDGEWORTH, LLC
Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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