CO
CO

Christopher O'connell

21 Years of Experience
St. Louis, MO
BrokerSells Insurance

Christopher O'connell is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 21 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.

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.

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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 · 3 yrs
Huntleigh Securities CorporationBroker
June 2017 - Present · 9 yrs 4 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

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.
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