Andrew O'connell (CRD# 5913452) is an Investment Advisor Representative working at Cresset Asset Management, LLC in New York, NY and has over 11 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cresset Asset Management, LLC | Greenwich, CT | Apr 2023 - Current | < 1 |
| First Republic Investment Management | Greenwich, CT | Sep 2015 - Apr 2023 | 7 |
| First Republic Securities Company | Greenwich, CT | Sep 2015 - Apr 2023 | 7 |
| Constellation Wealth Advisors | New York, NY | Feb 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CT
- NY
-
Total Assets Under Management40,730MILLIONS
-
Total Number of Accounts3,775ACCOUNTS
-
Average Account Value$10,789,422
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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