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Trevor James O'connor

PRECISION WEALTH STRATEGIES, LLC·ST. LOUIS, Missouri
Series 65Clean record5 years registeredPRECISION WEALTH STRATEGIES, LLC
4622 MACKLIND AVE, ST. LOUIS, MO 63109CRD# 7343812Firm CRD# 299827

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trevor James O'connor · ST. LOUIS, MO
Registration
CRD #7343812 · PRECISION WEALTH STRATEGIES, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

PRECISION WEALTH STRATEGIES, LLC
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 9, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRECISION WEALTH STRATEGIES, LLC
CRD 299827 · SEC 801-114482
AUM
$297M
Regulatory assets under management
Employees
10
1,077 client accounts
Services offered by PRECISION WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRECISION WEALTH STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Trevor James O'connor offer?
Trevor James O'connor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Trevor James O'connor's credentials?
Trevor James O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor James O'connor located?
Trevor James O'connor is based in ST. LOUIS, Missouri, working with PRECISION WEALTH STRATEGIES, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Trevor James O'connor charge for services?
Trevor James O'connor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRECISION WEALTH STRATEGIES, LLC?
PRECISION WEALTH STRATEGIES, LLC has approximately 10 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRECISION WEALTH STRATEGIES, LLC

Darin Jerome Robinson
ST. LOUIS, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
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City Guides
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Research
Advisor Fees in MissouriNational Fee Analysis
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