Christian M Oconnor
Investment Adviser Representative at Envestnet PMC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christian M. OConnor is an investment adviser representative with Envestnet PMC in Austin, TX, where they have been registered since 2026. They have worked in the securities industry since 2007 and have been registered with 7 firms, including Assetmark, Inc. and Horizon Investments LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania and Texas.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Financial, Inc.Jun 2016 – Nov 2017Austin, TX
- Symmetry Partners, LLCOct 2017 – Jun 2021Glastonbury, CT
- Northern Lights Distributors, LLCJan 2018 – Mar 2018Omaha, NE
- Foreside Financial Services, LLCAug 2018 – Jun 2021Austin, TX
- Horizon Investments LLCJun 2021 – Jan 2023Austion, TX
- Quasar Distributors, LLCAug 2021 – Jan 2023Austin, TX
- AssetMark Financial Holdings, Inc.Jan 2023 – Oct 2025Austin, TX
- AssetMark Brokerage LLCJan 2023 – Oct 2025Austin, TX
- UnemployedNov 2025 – Dec 2025Austin, TX
- Envestnet, IncJan 2026 – no end date reportedBerwyn, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Envestnet PMC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $10,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 59
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Berwyn, PA
- SEC file number:
- 801-57260
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at Envestnet PMC
Showing 12 of 59 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christian M Oconnor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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