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Brian Shaw O'Connor

Amundi Asset Management US, Inc.

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About Brian Shaw O'Connor

Brian O'Connor is an investment advisor representative at Amundi Asset Management US, Inc. Brian has been in the industry for over 10 years, and has been actively registered with the state of Massachusetts. Brian has a Series 6, 7, 63, and 66 licenses. Amundi Asset Management US, Inc. is a registered investment advisor with the SEC, managing over $50 billion in assets. The firm provides investment advisory services to a variety of clients, including individuals, investment companies, and pooled investment vehicles. Brian's experience, credentials, and affiliation with Amundi Asset Management US, Inc. make him a qualified financial professional.

Firm Information

Brian O'Connor is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brian O'Connor’s Registration & Firm History

MA

12/15/2020 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/17/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Shaw O'Connor.
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