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Trevor James O'connor

PRECISION WEALTH STRATEGIES, LLC·ST. LOUIS, Missouri
Clean recordPRECISION 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Trevor James O'connor is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with PRECISION WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PRECISION WEALTH STRATEGIES, LLC
PRECISION WEALTH STRATEGIES, LLC
AUM
$297M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PRECISION WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7343812
Firm CRD# 299827
View on FINRA BrokerCheck →

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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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