Wells Fargo Advisors
46yrs
Top advisor by experience in Fairfield
5yrs
Based in Fairfield, Connecticut, Thomas OConnor is a fiduciary financial advisor with 5 years of industry experience. Thomas has been with Merrill since 2026; before that, Thomas spent four years at RBC Capital Markets. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 275 advisors with offices in Fairfield, and one of 257 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1499 Post Rd, Fairfield, CT 06824
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowMerrillCurrent firm
- 2022 – 2026RBC Capital Markets, LLCPreviously
- Feb 2022 – Nov 2022MerrillPreviously
Contact Thomas
Local office(203) 341-4911Ask for Thomas. (800) 637-7455Main office · New York, NY 1499 Post RdFairfield, CT 06824Office · Get directions
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Thomas
How do I contact Thomas?
Call Thomas’s local office at (203) 341-4911 or the Merrill main office at (800) 637-7455, and ask for Thomas OConnor.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Thomas 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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