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Abel Lukose Oonnoonny

Investment adviser representative at Eagle's Crest Advisors, LLC
13 yearsExperience
1 stateRegistered in
$125.9MFirm assets
1 yearFirm 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

13 years in the industry.

  1. Eagle's Crest Advisors, LLCApr 2025 to now
  2. Eagle's Nest Advisors, LLCApr 2025 to now
  3. Oppenheimer & co incMar 2024 to Apr 2025
  4. Charles Schwab & Co., Inc.Jul 2013 to Feb 2024
  5. Charles Schwab BankJul 2013 to Feb 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (NY).

Eagle's Crest Advisors, LLC

$125.9MAssets managed
60Clients
3Advisers
1 yearIn 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
3121406
Firm CRD
335252
Advisor's SEC record (opens in a new tab)
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