Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Thomas OConnell
Financial advisor at RBC Rochdale
Based in New York, New York, Thomas OConnell is a fiduciary financial advisor with 4 years of industry experience. Thomas has been with RBC Rochdale since 2022. RBC Rochdale offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office400 Park Avenue 10th Floor, New York, NY 10022
FirmRBC Rochdale
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.1 million
Advisors at the firm119
States licensed ?1 state
Services through RBC Rochdale
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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
- 2022 – nowRBC Rochdale, LLCCurrent firm
Contact Thomas
(212) 702-3500RBC Rochdale main office 400 Park Avenue 10th FloorNew York, NY 10022Office · Get directions Firm websiteHTTPS://WWW.RBCROCHDALE.COM
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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 RBC Rochdale at (212) 702-3500 and ask for Thomas OConnell. Thomas works from the New York, NY office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2022, about 4 years. 4 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?
RBC Rochdale reports being paid by a percentage of the assets they manage, flat or fixed fees. 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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