Raymond Patrick Oconnell
Investment adviser representative at Wealth Watch Advisors, Inc
30 yearsExperience
1 stateRegistered in
$612.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Wealth Watch Advisors, IncAug 2023 to now
- Altus Wealth and TaxDec 2020 to now
- O'connell Associates/benefits Planning Corp.Nov 1996 to now
- Coppell Advisory Solutions, dba Fusion Capital ManagementMay 2022 to Aug 2023
- Onyx Bridge Wealth Group LLCJan 2021 to May 2022
- Elite Investment Team LLCMar 2020 to Jan 2021
- Altus Wealth Strategies, Inc. Fka Bpc Financial Advisors, Inc.Feb 2005 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealth Watch Advisors, Inc
$612.4MAssets managed
3,587Clients
52Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2235013
- Firm CRD
- 172002