Claim Profile
TO

Thomas Loughlin O'grady

XN LP·NEW YORK, New York
Unclaimed Profile
412 WEST 15TH STREET, NEW YORK, NY 10011CRD# 7281207Firm CRD# 308156
01

About

Thomas Loughlin O'grady is a registered financial advisor based in NEW YORK, New York, affiliated with XN LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
XN LP
XN LP
AUM
$3.3B
Regulatory assets under management
Employees
31
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7281207
Firm CRD# 308156
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Loughlin O'grady offer?
Thomas Loughlin O'grady specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Thomas Loughlin O'grady's credentials?
Thomas Loughlin O'grady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Loughlin O'grady located?
Thomas Loughlin O'grady is based in NEW YORK, New York, working with XN LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Thomas Loughlin O'grady charge for services?
Thomas Loughlin O'grady's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XN LP?
XN LP has approximately 31 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →