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Trevor J. O'connor
PRECISION WEALTH STRATEGIES
ST. LOUIS, MO 63109
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CRD#: 7343812
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Professional summary
Trevor James O'connor is a registered financial advisor currently at PRECISION WEALTH STRATEGIES, LLC located in St. Louis, Missouri.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Trevor has worked at 1 firm and has passed the Series 65 exam.
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.
1. TOConsulting, LLC; not investment related; 208 Lehigh Meadows Dr, Chesterfield, MO 63005 - owner/consultant as of 10/2021- provides business consulting services. Approximately 3% of time during business hours. 2. Iota Mu Chapter of Theta Chi Fraternity Alumni Corporation; not investment related; Treasurer as of 7/2020- oversee Financials for the organization, approximately 2% of time after hours. 3. Torbay Holdings, LLC; Investment Related; 208 Lehigh Meadows Dr, Chesterfield, MO 63005 - Investment holding entity. Approximately 3% of time after hours. 4. Next Chapter Partners, LLC; Investment Related; 208 Lehigh Meadows Dr, Chesterfield, MO 63005 - Investment holding entity; approximately > 1% of time after hours. 5. Midas Real Estate Partners, LLC; Investment Related; 1804 Borman Circle Drive, Suite 100, St. Louis, MO 63146. - Hotel & Multi Family Real Estate Development fund; Passive Investor as of 12/2022. 6. Blue Owl Core Income Corp; Investment Related; P.O. Box 219398, Kansas City, MO 64121. Direct Lending Private Credit fund; Passive Investor as of 1/2023. 7. Larson Capital Reno OKC, LLC; Investment Related; 14567 N Outer Rd, Suite 500, ST. Louis, MO 63017. - Industrial Real Estate Development; Passive Investor as of 3/2023.
CRS (Client Relationship Summary) - RIA
Click below to view Trevor James O'connor'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
March 9, 2021 - Present
PRECISION WEALTH STRATEGIES, LLC
Office #1: 4622 Macklind Ave, St. Louis, MO 63109RIA
CRD#: 299827
ST. LOUIS, MO
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".
PW
PRECISION WEALTH STRATEGIES, LLC
PRECISION WEALTH STRATEGIES, LLC
CRD#: 299827 / SEC#: 801-114482
RIA
Registered Investment Advisory firm - (1/28/2019 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
Missouri(3/9/2021)
Current Firm
PW
PRECISION WEALTH STRATEGIES, LLC
PRECISION WEALTH STRATEGIES, LLC
CRD#: 299827 / SEC#: 801-114482
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4622 Macklind Ave, St. Louis, MO 63109
Mailing Address
Phone number
(314) 994-6460
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,085 |
| AUM (Assets Under Management) | $ 386,268,992 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
