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Trevor James O'Connor

Chief Operating OficerPrecision Wealth Strategies, LLCCRD 7343812

About Trevor James O'Connor

Trevor James O'Connor is listed as Chief Operating Oficer at Precision Wealth Strategies, LLC in St. Louis, MO. Form ADV reports a beneficial ownership band of Under 5%. Trevor James O'Connor is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Precision Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Trevor James O'Connor work?

Trevor James O'Connor is listed as Chief Operating Oficer at Precision Wealth Strategies, LLC on SEC Form ADV.

How much of Precision Wealth Strategies, LLC does Trevor James O'Connor own?

Form ADV reports a beneficial ownership band of Under 5%.

Precision Wealth Strategies, LLC

TitleChief Operating Oficer
OwnershipUnder 5%
Control personYes
Since2024
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Precision Wealth Strategies, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024
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