Profil
Mr. Gary O'Connor is Regional Vice President at Legend Advisory Corp.
He joined Legend in 2000.
Mr. O'Connor began his career in financial services at Shearson Lehman Brothers on Wall Street in 1989.
Upon successful completion of Lehman's training program, he worked for several years as an Account Executive.
He then joined Gruntal & Co. in 1991 as a financial advisor in the firm's flagship office in New York City.
He relocated to Florida in 1997 and joined Bluestone Capital Partners and Trade.com in the capacity of Managing Director, accepting the responsibility of managing their Florida operation.
Anciens postes connus de Gary O'Connor
| Sociétés | Poste | Fin |
|---|---|---|
Bluestone Capital Partners LP
 Bluestone Capital Partners LP Investment Banks/BrokersFinance Bluestone Capital Partners LP is a private company that provides brokerage services. The company is based in New York, NY. The company was founded by John H. Andreadis, Mark T. Behrman. | Corporate Officer/Principal | - |
| Gruntal & Co. LLC | Corporate Officer/Principal | - |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Legend Advisory LLC
 Legend Advisory LLC Investment ManagersFinance Legend Advisory LLC is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a wholly-owned subsidiary of Legend Group Holdings, LLC, which was acquired by First Allied Holdings, Inc. in 2013. First Allied Holdings, Inc. is owned by RCAP Holdings LLC. Legend Group Holdings LLC was owned by Waddell & Reed Financial, Inc. from 2000 to 2013. Legend Advisory offers discretionary asset management services and proprietary quantitative research. They also offer non-discretionary mutual fund investment services, plan sponsor services, third-party advisory services, sub-advisory services and financial planning services. For their asset management programs and investment services, investment advice is limited to investment in mutual funds and variable annuity sub-accounts. Legend Advisory and their Investment Adviser Representatives may also provide advice on the selection of third-party strategists or managers, who may invest clients' assets in other security types. For their wrap account services, the firm provides investment advice on a variety of security types. Legend Advisory Corp.'s clients include individuals, high net-worth individuals, profit sharing plans and corporations. | Sales & Marketing | - |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Legend Advisory LLC
Legend Advisory LLC Investment ManagersFinance Legend Advisory LLC is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a wholly-owned subsidiary of Legend Group Holdings, LLC, which was acquired by First Allied Holdings, Inc. in 2013. First Allied Holdings, Inc. is owned by RCAP Holdings LLC. Legend Group Holdings LLC was owned by Waddell & Reed Financial, Inc. from 2000 to 2013. Legend Advisory offers discretionary asset management services and proprietary quantitative research. They also offer non-discretionary mutual fund investment services, plan sponsor services, third-party advisory services, sub-advisory services and financial planning services. For their asset management programs and investment services, investment advice is limited to investment in mutual funds and variable annuity sub-accounts. Legend Advisory and their Investment Adviser Representatives may also provide advice on the selection of third-party strategists or managers, who may invest clients' assets in other security types. For their wrap account services, the firm provides investment advice on a variety of security types. Legend Advisory Corp.'s clients include individuals, high net-worth individuals, profit sharing plans and corporations. | Finance |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Finance |
| Gruntal & Co. LLC | Government |
Bluestone Capital Partners LP
Bluestone Capital Partners LP Investment Banks/BrokersFinance Bluestone Capital Partners LP is a private company that provides brokerage services. The company is based in New York, NY. The company was founded by John H. Andreadis, Mark T. Behrman. | Finance |
