Unconventional Investor, LLC

Unconventional Investor, LLC (CRD# 317333) is a financial advisory firm headquartered in Portsmouth, NH. They manage $232,894,529 in 384 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

P.o. Box 1119, Portsmouth, NH 03802

http://www.unconventionalinvestor.com

By the Numbers

Total Assets Under Management

233

MILLION
Total Number of Accounts

384

ACCOUNTS
Average Account Value

$606,496

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, MA, NC, NH

Financial Advisors at Unconventional Investor, LLC

Showing 1 - 2 of 2 top financial advisors.

Christopher M. O'leary

CRD#: 7092273

Charlotte, NC

Christopher O'leary (CRD# 7092273) is an Investment Advisor Representative working at Unconventional Investor, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

Paul P. O'leary

CRD#: 1691967

Portsmouth, NH

Paul O'leary (CRD# 1691967) is an Investment Advisor Representative working at Unconventional Investor, LLC in Portsmouth, NH and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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