Matthew Oconnor
Matthew Oconnor is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Florham Park, NJ, with 20 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
200 Campus Drive, Ste 170, Florham Park, NJ, 07932
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Regulatory History (2)
Employment Separation After Allegations
November 2024Criminal
November 1994Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations26 states
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
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