Abel L. Oonnoonny

EAGLE'S CREST ADVISORS

MELVILLE, NY 11747

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CRD#: 3121406

Professional summary

Abel Lukose Oonnoonny is a registered financial advisor currently at EAGLE'S CREST ADVISORS, LLC located in Melville, New York.

Abel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Abel has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I AM A YOUNG ASSOCIATE DIRECTOR FOR THE METROPOLITAN OPERA. I DO NOT HAVE ANY INVESTMENT RELATED INVOLVEMENT. THE ADDRESS FOR THE MET IS 30 LINCOL CENTER, NEW YORK, NY 10023. I AM ON THE YOUNG ASSOC. STEERING COMMITTEE, AND I WORK WITH OTHER BOARD MEMBERS AND STAFF TO HEL ATTRACT A YOUNGER AUDIENCE TO THE MET. I SPEND ABOUT 1 HOUR/MONTH ON THIS ACTIVITY. I STARTED ON THE BOARD IN SEPTEMBER OF 2022. THE MET OPERA IS A NOT-FOR-PROFIT ARTS ORGANIZATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abel Lukose Oonnoonny's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 28, 2025 - Present

EAGLE'S CREST ADVISORS, LLC

Office #1: 200 Broadhollow Road, Suite 207, Melville, NY 11747

RIA

CRD#: 335252

MELVILLE, NY

Past

April 25, 2025 - April 27, 2025

EAGLE'S CREST ADVISORS, LLC

RIA

CRD#: 335252

MELVILLE, NY

Past

March 25, 2024 - May 2, 2025

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

NEW YORK, NY

Past

March 25, 2024 - May 2, 2025

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

August 7, 2013 - March 13, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

New York City, NY

Past

August 2, 2013 - March 13, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

New York City, NY

Past

March 19, 2010 - May 31, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

THE VILLAGES, FL

Past

November 7, 2005 - June 30, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

NEW YORK, NY

Past

October 30, 1998 - May 30, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

THE VILLAGES, FL

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".

EAGLE'S CREST ADVISORS, LLC

EAGLE'S CREST ADVISORS, LLC | TENOR WEALTH LLC | TENOR WEALTH | EAGLE'S NEST ADVISORS, LLC

CRD#: 335252 / SEC#: 801-132362

RIA

Registered Investment Advisory firm - (4/23/2025 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

New York
(4/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/1/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/30/2005

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/28/2005

General Securities Sales Supervisor - Options Module Examination

Current Firm

EAGLE'S CREST ADVISORS, LLC

EAGLE'S CREST ADVISORS, LLC | TENOR WEALTH LLC | TENOR WEALTH | EAGLE'S NEST ADVISORS, LLC

CRD#: 335252 / SEC#: 801-132362

RIA

Registered Investment Advisory firm - (4/23/2025 Approved)

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Contact information

Main Address

200 Broadhollow Road, Suite 207, Melville, NY 11747

Mailing Address

Phone number

(646) 627-6030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLES CREST FORM ADV PART 2A 2025 (7/16/2025)

Regulatory assets under management

Total Number of Accounts	82
AUM (Assets Under Management)	$ 30,581,385

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.

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Abel L. Oonnoonny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abel Lukose Oonnoonny's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE'S CREST ADVISORS, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

EAGLE'S CREST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2005

Series 63

Date: 12/1/1998

SIE

Date: 10/1/2018

Series 7

Date: 10/29/1998

Series 10

Date: 6/30/2005

Series 9

Date: 4/28/2005

Current Firm

EAGLE'S CREST ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE'S CREST ADVISORS, LLC

TRUST BUT VERIFY

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