Melissa Oconnell, financial advisor Indianapolis IN
93 score

Melissa Oconnell

CRD Number: 5371417
Current Firm: Noyes Advisors LLC

Melissa Oconnell (CRD# 5371417) is an Investment Advisor Representative working at Noyes Advisors LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Unemployed Fishers, IN Aug 2016 - Nov 2016 < 1
Wealthcare Financial Group, LLC Indianapolis, IN Jan 2015 - Nov 2016 1
1st Global Advisors, Inc. Indianapolis, IN Jan 2014 - Nov 2016 2
1st Global Capital Corp. Indianapolis, IN Dec 2013 - Nov 2016 2
Frank & Kraft P.c. Indianapolis, IN Mar 2013 - Dec 2014 1
Fifth Third Bank Rensselaer, IN Mar 2007 - Mar 2013 6
Fifth Third Securities Rensselaer, IN May 2007 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Melissa M. Oconnell
Phone Number: 312-782-0400
Firm Website: https://www.danoyes.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,804
    MILLIONS
  • Total Number of Accounts
    3,458
    ACCOUNTS
  • Average Account Value
    $521,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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