AO
AO

Abel Oonnoonny

27 Years of Experience
Melville, NY
1 Disclosure

Abel Oonnoonny is a registered investment advisor at Eagle's Crest Advisors, LLC, based in Melville, NY, with 27 years of industry experience. Abel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 25 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$30.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Eagle's Crest Advisors manages investments for a fee ranging from 0.75% to 1.50% per year of the value of your portfolio. The exact fee is negotiable and depends on the size and complexity of your account.

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Location

200 Broadhollow Road, Suite 207, Melville, NY, 11747

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2024
Other Business Activities

Abel is a Young Associate Director for the Metropolitan Opera, where he serves on the steering committee to attract a younger audience. He dedicates minimal time to this non-profit arts organization.

Employment History
Current Registrations
Eagle's Crest Advisors, LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Eagle's Nest Advisors, LLC
April 2025 - April 2025 · 0 mos
Oppenheimer & CO. INC.Broker
March 2024 - May 2025 · 1 yr 2 mos
Oppenheimer & CO. INC.
March 2024 - May 2025 · 1 yr 2 mos
Charles Schwab & CO., INC.
August 2013 - March 2024 · 10 yrs 7 mos
Charles Schwab & CO., INC.Broker
August 2013 - March 2024 · 10 yrs 7 mos
Strategic Advisers, INC.
March 2010 - May 2013 · 3 yrs 2 mos
Strategic Advisers, INC.
November 2005 - June 2009 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
October 1998 - May 2013 · 14 yrs 7 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.