MO
Michael Oconnor
from Capasso Planning Partners LLC
Michael Oconnor is a financial advisor based in South Carolina, Charleston,
with 14 years of experience. Michael currently works for
Capasso Planning Partners LLC.
Michael maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Oconnor works at Capasso Planning Partners LLC
Capasso Planning Partners LLC is a financial advisory firm based in Charleston, South Carolina. It currently has approximately $276,067,018 of assets under management and employs about 11 people. Capasso Planning Partners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
635 East Bay Street, Suite C, Charleston, South Carolina, 29403
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