CO
CO

Christopher Cory O'connell

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

The annual fee and assets under management levels are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher works as an attorney at O'Connell Law Firm, spending a few hours per week. He also serves as General Counsel for K.W. Chambers & Co. and as CCO/General Counsel for Huntleigh Advisors, Inc.

Employment History
Current Registrations
Huntleigh Advisors, INC.
October 2023 - Present · 2 yrs 4 mos
Huntleigh Securities CorporationBroker
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Datatex Investment Services INC
July 2006 - March 2023 · 16 yrs 8 mos
K. W. Chambers & CO.Broker
September 2005 - January 2025 · 19 yrs 4 mos
State Registrations2 states
FLMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Cory O'connell - Financial Advisor | TrueAdvisor