Director, President & CEO · Fiduciary Counselors Inc.
Thomas E O'Connor
CRD 6473212 · Named on Form ADV at one SEC-registered adviser
At a glance
Fiduciary Counselors Inc., an SEC-registered asset manager based in Washington, DC with $20.3 billion in regulatory assets, lists Thomas E O'Connor on its Form ADV as Director, President & CEO, a control person.
Firms and roles
- Fiduciary Counselors Inc.Director, President & CEOAsset manager · Washington, DC · $20B in regulatory assets
AtlasMembers
Thomas’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
- John S. CaflischDirector, Senior Vice President & General Counsel, Fiduciary Counselors Inc.
- Kathryn A RicardChief Compliance Officer, Fiduciary Counselors Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.