Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
31yrs
Brian Oconnor has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Akron, Ohio. After 16 years at Putnam Investment Management, Brian joined BNY Mellon Securities in 2024, a firm offering investment management. The firm is paid through a percentage of assets.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 13% by experience in Ohio
OfficeAkron, OH
How the firm is paid ?Percent of assets
Typical client at the firm ?$395,795
Advisors at the firm63
States licensed ?1 state
Services through BNY Mellon Securities
Investment management for individuals and small businessesInvestment management for businesses and institutionsOther 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.
Career
- 2024 – nowBNY Mellon Securities CorporationCurrent firm
- 2008 – 2024Putnam Investment Management, LLCPreviously
- 2002 – 2008Putnam Investment Management, LLCPreviously
Contact Brian
(212) 922-6273Firm headquarters in New York, NY. Ask for Brian. Akron, OHOffice · Get directions Firm websiteHTTPS://WWW.BNY.COM/INVESTMENTSIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call BNY Mellon Securities at (212) 922-6273 and ask for Brian Oconnor. Brian works from the Akron, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1995, about 31 years. Top 13% by experience in Ohio.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
BNY Mellon Securities reports being paid by a percentage of the assets they manage. Ask Brian 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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