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Advisors / Massachusetts / Marlborough
28yrs

John OConnell

Financial advisor at Mariner

John OConnell is a fiduciary financial advisor in Marlborough, Massachusetts, with 28 years in the industry. John joined Mariner in 2026, a firm offering financial planning, investment management, and private fund management. Mariner reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 37 advisors with offices in Marlborough, and one of 34 fiduciaries.

Marlborough, MA 01752Top 13% by experience at MarinerFiduciary advisor
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At a glance

Experience28 years (since 1998)
How that compares ?Top 13% by experience at Mariner
Office61 Florence St, Marlborough, MA 01752
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state

Services through Mariner

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jun 2026 – now
    MarinerCurrent firm

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Mariner at (913) 904-5700 and ask for John OConnell. John works from the Marlborough, MA office.

How long has John been a financial advisor?

John has been in the industry since 1998, about 28 years. Top 13% by experience at Mariner.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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