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Glen Oconnor

Newedge Advisors
30 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Glen Oconnor is a registered investment advisor at Newedge Advisors, based in Pittsburgh, PA, with 30 years of industry experience. Glen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1251 Waterfront Place, Suite 525, Pittsburgh, PA, 15222

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glen is a financial advisor/agent at Axios Advisory Group Ltd, focusing on individual and business advisory and non-variable insurance, dedicating about half their time. Glen also works as an advisor for American Pension Benefits, a third-party administrator, spending a few hours per week.

Employment History
Current Registrations
Newedge Securities, LLCBroker
July 2025 - Present · 1 yr 3 mos
Newedge Advisors
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Pensionmark Securities, LLCBroker
September 2017 - July 2025 · 7 yrs 10 mos
World Investment Advisors, LLC
September 2015 - July 2025 · 9 yrs 10 mos
Capfinancial Securities, LLC.Broker
September 2015 - September 2017 · 2 yrs
Independent Financial Partners
July 2014 - September 2015 · 1 yr 2 mos
LPL Financial LLCBroker
June 2014 - September 2015 · 1 yr 3 mos
NFP Securities, INC.
March 2012 - June 2014 · 2 yrs 3 mos
Apb Financial Group LTD
July 2003 - November 2004 · 1 yr 4 mos
NFP Securities, INC.Broker
February 2003 - June 2014 · 11 yrs 4 mos
PNC Capital Markets, INC.Broker
June 2001 - December 2001 · 6 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
March 2001 - June 2001 · 3 mos
American Express Service CorporationBroker
December 1994 - January 1995 · 1 mo
American Express Financial Advisors INC.Broker
June 1994 - January 2001 · 6 yrs 7 mos
Ids Life Insurance CompanyBroker
June 1994 - January 2001 · 6 yrs 7 mos
State Registrations5 states
NJOHPAVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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