CO
CO

Christopher O'connell

20 Years of Experience
BrokerSells Insurance

Christopher O'connell is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
62 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

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%

The annual fee and assets under management levels are negotiable based upon certain criteria.

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 · 2 yrs 6 mos
Huntleigh Securities CorporationBroker
June 2017 - Present · 8 yrs 10 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.