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David Patrick Oconnor

WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC·ADDISON, Texas
Unclaimed Profile
14275 MIDWAY ROAD, ADDISON, TX 75001CRD# 2143494Firm CRD# 144172
01

About

David Patrick Oconnor is a registered financial advisor based in ADDISON, Texas, affiliated with WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
AUM
$150M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2143494
Firm CRD# 144172
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Patrick Oconnor offer?
David Patrick Oconnor specializes in Investment Management, Fee-Only Advisory. Contact their office in ADDISON, Texas for a consultation.
What are David Patrick Oconnor's credentials?
David Patrick Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Patrick Oconnor located?
David Patrick Oconnor is based in ADDISON, Texas, working with WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does David Patrick Oconnor charge for services?
David Patrick 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 WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC?
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC has approximately 3 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
Advisor Fees in TexasNational Fee Analysis
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