Unclaimed Profile

Bart Jerome Oconnor

CADENCE CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts

Clean recordCADENCE CAPITAL MANAGEMENT LLC

265 FRANKLIN STREET, BOSTON, MA 02110-3113CRD# 2694477Firm CRD# 106561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bart Jerome Oconnor · BOSTON, MA

Registration

CRD #2694477 · CADENCE CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bart Jerome Oconnor is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CADENCE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CADENCE CAPITAL MANAGEMENT LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CADENCE CAPITAL MANAGEMENT LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2694477

Firm CRD# 106561

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Frequently Asked Questions

What services does Bart Jerome Oconnor offer?

Bart Jerome Oconnor specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Bart Jerome Oconnor's credentials?

Bart Jerome Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bart Jerome Oconnor located?

Bart Jerome Oconnor is based in BOSTON, Massachusetts, working with CADENCE CAPITAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Bart Jerome Oconnor charge for services?

Bart Jerome Oconnor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CADENCE CAPITAL MANAGEMENT LLC?

CADENCE CAPITAL MANAGEMENT LLC has approximately 19 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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