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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: O\'CONNOR CAPITAL ADVISORY, LLC CRD Number: 152687Annual Amendment All
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Gather all necessary financial documents such as tax returns, bank statements, and investment reports.
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Oconnor Capital Advisory LLC is a financial advisory firm that provides investment management services.
Any individual or entity that operates as Oconnor Capital Advisory LLC is required to file the necessary legal and financial documents with the appropriate regulatory bodies.
To fill out Oconnor Capital Advisory LLC, the individual or entity must provide information about the company's financial activities, management structure, and ownership details.
The purpose of Oconnor Capital Advisory LLC is to provide investment management services and financial advice to clients seeking to grow their wealth.
Information that must be reported on Oconnor Capital Advisory LLC includes financial statements, ownership details, investment strategies, and regulatory compliance records.
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