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James Michael Oconnor

GLOBAL PORTFOLIO STRATEGIES, INC.·HARTFORD, Connecticut
Unclaimed Profile
280 TRUMBULL STREET, HARTFORD, CT 06103CRD# 1128952Firm CRD# 105812
01

About

James Michael Oconnor is a registered financial advisor based in HARTFORD, Connecticut, affiliated with GLOBAL PORTFOLIO STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
GLOBAL PORTFOLIO STRATEGIES, INC.
GLOBAL PORTFOLIO STRATEGIES, INC.
AUM
$1.7B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at GLOBAL PORTFOLIO STRATEGIES, INC. →
Services
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1128952
Firm CRD# 105812
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Oconnor offer?
James Michael Oconnor specializes in Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are James Michael Oconnor's credentials?
James Michael Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Oconnor located?
James Michael Oconnor is based in HARTFORD, Connecticut, working with GLOBAL PORTFOLIO STRATEGIES, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does James Michael Oconnor charge for services?
James Michael Oconnor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL PORTFOLIO STRATEGIES, INC.?
GLOBAL PORTFOLIO STRATEGIES, INC. has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Bradford Clair Melius — GLOBAL PORTFOLIO STRATEGIES, INC.James Michael Fishman — UBS REALTY INVESTORS LLCThomas Edward Enger — UBS REALTY INVESTORS LLCCarlton Bryan Neel — EUCLID ADVISORS LLCJohn Brooks Clinton — CCP EQUITY PARTNERS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)DARIEN (222)NORWALK (134)
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