Catherine O'Connor
O'connor Portfolio Management · Tampa, Florida
Catherine O'Connor is a fee-only financial advisor at O'connor Portfolio Management in Tampa, Florida, who holds the CFP credential. O'connor Portfolio Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | O'connor Portfolio Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $50.7M across 209 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, WI · CRD 2305812 |
| Exams passed | Series 63 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.oconnorportfoliomanagement.com |
| Profile |
How Catherine's firm compares
- O'connor Portfolio Management's average account is about $243,000, from its Form ADV (assets managed divided by 209 accounts).
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Questions about Catherine
Is Catherine O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and O'connor Portfolio Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, O'connor Portfolio Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Catherine O'Connor based?
Catherine O'Connor is based in Tampa, Florida.
What credentials does Catherine O'Connor hold?
Catherine O'Connor holds the CFP credential.
Is Catherine O'Connor registered with the SEC?
Yes. Catherine O'Connor is registered as an investment adviser representative in FL and WI (CRD 2305812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'connor Portfolio Management manage?
O'connor Portfolio Management reports $50.7M across 209 accounts in assets under management.
How do I contact Catherine O'Connor?
Through Catherine's website, www.oconnorportfoliomanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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