Director · Capital Research and Management Company
Matthew Philip O'Connor
CRD 2427203 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Capital Research and Management Company, an SEC-registered asset manager based in Los Angeles, CA with $4.3 trillion in regulatory assets, lists Matthew Philip O'Connor on its Form ADV as Director, a control person. The SEC filings also name Matthew at 2 other registered advisers.
Firms and roles
- Capital Research and Management CompanyDirectorAsset manager · Los Angeles, CA · $4.32T in regulatory assets
- Capital Group Private Client Services, Inc.Director, ChairmanWealth manager · Los Angeles, CA · $48B in regulatory assets
- Capital Client Group, Inc.Chairman & Chief Executive Officer, DirectorBroker-dealer firm · Los Angeles, CA · $0M in regulatory assets
AtlasMembers
Matthew’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 each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (26)
- Michael C. GitlinDirector, Capital Research and Management Company
- Michael James TriesslDirector, Capital Research and Management Company
- Walter R. BurkleyDirector, Capital Research and Management Company
- Canise M. ArredondoDirector, Senior Vice President & Chief Financial Officer, Capital Research and Management Company
- William H. WaescheDirector, Senior Vice President & Chief Operating Officer - Investment Group, Capital Research and Management Company
21 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 26 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.