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Matthew Oconnor

19 Years of Experience
Florham Park, NJ
2 DisclosuresBroker

Matthew Oconnor is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Florham Park, NJ, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

200 Campus Drive, Ste 170, Florham Park, NJ, 07932

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History

Regulatory History (2)
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Employment Separation After Allegations
November 2024
Criminal
November 1994
Final Disposition
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
December 2024 - Present · 1 yr 9 mos
Robert W. Baird & CO. IncorporatedBroker
December 2024 - Present · 1 yr 9 mos
Previous Registrations
RBC Capital Markets, LLC
September 2006 - December 2024 · 18 yrs 3 mos
RBC Capital Markets, LLCBroker
August 2006 - December 2024 · 18 yrs 4 mos
State Registrations26 states
ARAZCACOCTDCDEFLGAINMDMNNCNHNJNMNVNYOHPASCTXVAVTVirgin IslandsWA
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.