CL
Catherine Lynne O'connor
CRD 2305812
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| O'connor Portfolio Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
O'connor Portfolio Management Llc
Managing Member & Chief Compliance Officer · 75% or more · Feb 2014
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗