Michael
Oconnor
Capasso Planning Partners LLC
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About this Advisor
Michael Oconnor is a certified financial planner based out of Hoboken, New Jersey. Oconnor currently works for Capasso Planning Partners LLC. Throughout their career, Oconnor has worked at Bank Of Tokyo Mistubishi Ufj, Ubs Financial Services and Capasso Planning Partners LLC. Oconnor holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and South Carolina. Capasso Planning Partners LLC is a business based out of Charleston, SC. The firm has a total of 11 advisors. It oversees $281 million in assets across its 1,513 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,513 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in investable assets. Capasso Planning Partners LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on the financial services provided. Fee types charged by Capasso Planning Partners LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capasso Planning Partners LLC Brokerage Details
$280,681,535
11
1,513
$185,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Oconnor Work History
Michael has been registered as a financial advisor for 0 years.*
Capasso Planning Partners LLC
Ubs Financial Services
Bank Of Tokyo Mistubishi Ufj
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Oconnor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capasso Planning Partners LLC
Charleston, SC
Hoboken, NJ
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
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