Unclaimed Profile

Gerry Oconnell

BAKER AVENUE ASSET MANAGEMENT, LP·SAN FRANCISCO, California

Series 7, Series 65Clean record8 years registeredBAKER AVENUE ASSET MANAGEMENT, LP

ONE EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 2723202Firm CRD# 132657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerry Oconnell · SAN FRANCISCO, CA

Registration

CRD #2723202 · BAKER AVENUE ASSET MANAGEMENT, LP · 8 years registered

Brand Profile

Not yet started

Career History

BAKERAVENUE

May 2020 – present

HALF DOME WEALTH MANAGEMENT LLC

Jul 2018 – May 2020

Santa Barbara, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · July 20, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAKER AVENUE ASSET MANAGEMENT, LP

CRD 132657 · SEC 801-63576

AUM

$2.6B

Regulatory assets under management

Employees

2,688 client accounts

Services offered by BAKER AVENUE ASSET MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAKER AVENUE ASSET MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Gerry Oconnell offer?

Gerry Oconnell specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Gerry Oconnell's credentials?

Gerry Oconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerry Oconnell located?

Gerry Oconnell is based in SAN FRANCISCO, California, working with BAKER AVENUE ASSET MANAGEMENT, LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Gerry Oconnell charge for services?

Gerry Oconnell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAKER AVENUE ASSET MANAGEMENT, LP?

BAKER AVENUE ASSET MANAGEMENT, LP has approximately 47 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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