Michael Brady O'connor
Investment adviser representative at Capasso Planning Partners LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$274.2MFirm assets
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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
12 years in the industry.
- Summit Financial, LLCJul 2024 to now
- Capasso Planning Partners LLCMar 2022 to now
- UBS Financial ServicesJul 2014 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NJ, SC).
Capasso Planning Partners LLC
$274.2MAssets managed
358Clients
2Advisers
5 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
- 5675878
- Firm CRD
- 294673