Daniel O'COnnor

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2017
  Hillsdale College Kirby Center
  Washington Dc, DC
• 06/2015 → 07/2018
  Public Partnerships Llc
  Spotsylvania, VA
• 06/2018 → 05/2021
  Federated Hermes Inc
  Pittsburgh, PA
• 05/2021 → Present
  Kestra Investment Services, Llc.
  Pittsburgh, PA
• 08/2014 → 05/2018
  Saint Vincent College
  Latrobe, PA
• 09/2021 → Present
  Kestra Advisory Services, Llc
  Pittsburgh, PA

Other Businesses

Business Name: SIGNATURE SELECT WEALTH, LLC POSITION: Administrative. NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/23/2021 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Paperwork for the clients. Business Name: SIGNATURE FINANCIAL PLANNING POSITION: Lead Portfolio Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 05/04/2021 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Investment Research, Report Generation, Trading Business Name: SIGNATURE WEALTH POSITION: Lead Portfolio Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 05/04/2021 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: Investment Research, Report Generation, Trading, Investment Recommendations, Portfolio Management

Exams

• S66 Uniform Combined State Law Examination
  2021-09-13

Designations

• Chartered Financial Analyst

Other Names

• Daniel Oconnor