Stephen O'connell (CRD# 6695568) is an Investment Advisor Representative working at Element Pointe Family Office in Miami, FL and has over 7 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami, FL | Jan 2024 - Current | < 1 |
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami, FL | Jan 2021 - Jan 2024 | 3 |
| Element Pointe Advisors, LLC | Miami, FL | Jan 2019 - Jan 2021 | 2 |
| Element Pointe Advisors | Miami, FL | Aug 2016 - Jan 2019 | 2 |
| Massmutual | Miami, FL | Feb 2016 - May 2016 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2012 - May 2016 | 3 |
| Steward Partners | New York, NY | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- FL
-
Total Assets Under Management837MILLIONS
-
Total Number of Accounts348ACCOUNTS
-
Average Account Value$2,404,865
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, DE, FL, TX
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