CEO, Manager, Director · Battery Global Advisors, LLC
John M. O'Connor
CRD 4352859 · Named on Form ADV at one SEC-registered adviser
At a glance
Battery Global Advisors, LLC, an SEC-registered wealth manager based in Boston, MA with $8.4 billion in regulatory assets, lists John M. O'Connor on its Form ADV as CEO, Manager, Director, a control person.
Firms and roles
- Battery Global Advisors, LLCCEO, Manager, DirectorWealth manager · Boston, MA · $8.4B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (9)
- Daniel L. BurnsCCO (3/2013), CFO (4/2011), Director (1/2023), Battery Global Advisors, LLC
- John W. DinneenCOO (4/2011), Director of Tax & Estate Planning (4/2011), Director (1/2023), Battery Global Advisors, LLC
- Philip L. BullenDirector, Battery Global Advisors, LLC
- Christopher A. HansonDirector, Battery Global Advisors, LLC
- Alexander R. CobbMember, Battery Global Advisors, LLC
4 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.