Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew O'Connell is an investment advisor representative who has been working in the financial industry since 2011. Andrew is currently registered with Cresset Asset Management, LLC, a firm that specializes in providing investment advisory services to high-net-worth individuals, families, foundations, and endowments. Previously, Andrew worked at First Republic Securities Company, LLC and Constellation Wealth Advisors LLC. Andrew holds Series 7, 63, and 66 securities licenses. Andrew has experience in providing financial planning, investment management, and other related services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
07/28/2023 - Present
Cresset Asset Management, LLC (Greenwich CT)
CT
09/30/2015 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Greenwich CT)
NY
01/02/2012 - 10/02/2015
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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