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Raymond P. Oconnell
WEALTH WATCH ADVISORS,
Ocala, FL, FL 34477
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CRD#: 2235013
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Professional summary
Raymond Patrick Oconnell, who also goes by Raymond Patrick O Connell, Ray O'connell, Raymond Patrick O'connell, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Ocala, Fl, Florida.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Raymond has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Raymond Patrick O Connell | Ray O'connell | Raymond Patrick O'connell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) BENEFITS PLANNING CORP, JOHNS CREEK, GA, NON-INVESTMENT RELATED, STARTED 11/1996. FIXED INSURANCE BROKERAGE, 100% OWNER AND EMPLOYEE. 35% OF TIME DEVOTED. 2.) O'Connell Associates, not investment related, Atlanta, GA, Real Estate Broker, used for personal investments, less than 10% of time is spent on this business activity 3.) CPA TEAM BASED MODEL CONSULTANT, NOT-INVESTMENT RELATED, SAN DIEGO, CA. HELP CPA'S GROW THEIR BUSINESS BY ACCESSING SPECIALISTS IN DIFFERENT BUSINESS AREAS THAT CAN ADD VALUE TO THEIR CLIENTS AND THUS HELP BUILD THEIR BUSINESS. START DATE 04/2020. APPROXIMATELY 48 HOURS PER MONTH WITH 48 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS." 4.) Altus Wealth and Tax, not investment related, Atlanta, GA, Educate business owners and high net worth professionals on wealth-building and tax strategies, CEO/COO, Start Date 12/2020, approximately 35 hours/month with 25 hours/month during securities trading hours, duties include marketing and consulting
CRS (Client Relationship Summary) - RIA
Click below to view Raymond Patrick Oconnell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 15, 2025 - Present
WEALTH WATCH ADVISORS, INC
Office #1: 4545 Sw 60th Ave, Box 771506, Ocala, Fl, FL 34477RIA
CRD#: 172002
Ocala, FL, FL
Past
August 15, 2023 - July 8, 2025
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Simpsonville, SC
Past
May 24, 2022 - August 14, 2023
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
The Villages, FL
Past
January 19, 2021 - May 3, 2022
ONYX BRIDGE WEALTH GROUP LLC
RIA
CRD#: 306097
Atlanta, GA
Past
April 14, 2020 - January 6, 2021
ELITE INVESTMENT TEAM LLC
RIA
CRD#: 296922
Alpharetta, GA
Past
May 6, 2009 - February 18, 2010
ALLEGIANT FINANCIAL ADVISORS, LLC
RIA
CRD#: 141047
MIAMI BEACH, FL
Past
May 3, 2007 - February 18, 2010
ALLEGIANT SECURITIES L.L.C.
BD
CRD#: 133912
MIAMI, FL
Past
February 27, 2006 - September 1, 2020
ALTUS WEALTH STRAGTEGIES, INC.
RIA
CRD#: 136606
ALPHARETTA, GA
Past
May 25, 2004 - December 15, 2005
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
ANN ARBOR, MI
Past
May 17, 2004 - November 13, 2007
SPC
RIA
CRD#: 110692
WOODSTOCK, MI
Past
March 24, 2000 - July 3, 2002
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
September 2, 1997 - January 10, 2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
August 30, 1997 - January 10, 2000
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
October 17, 1994 - September 5, 1997
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
October 30, 1992 - September 29, 1994
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
June 22, 1992 - July 31, 1992
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
