Abel Lukose Oonnoonny

Employer firm

Eagle's Crest Advisors, LLC CRD 335252

$65.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 02/2024
  Charles Schwab & Co., Inc.
  New York City, NY
• 07/2013 → 02/2024
  Charles Schwab Bank
  New York City, NY
• 03/2024 → 04/2025
  Oppenheimer & Co Inc
  New York, NY
• 04/2025 → Present
  Eagle's Nest Advisors, Llc
  Melville, NY

Previous Registrations

• 2024-03-25 → 2025-05-02
  Oppenheimer & Co. Inc.
  New York, NY
• 2013-08-07 → 2024-03-13
  Charles Schwab & Co., Inc.
  Forest Hills, NY
  Garden City, NY
  New York City, NY
• 2010-03-19 → 2013-05-31
  Strategic Advisers Llc
  The Villages, FL
  Tampa, FL
  Naples, FL
• 2005-11-07 → 2009-06-30
  Strategic Advisers Llc
  New York, NY

Other Businesses

I AM A YOUNG ASSOCIATE DIRECTOR FOR THE METROPOLITAN OPERA. I DO NOT HAVE ANY INVESTMENT RELATED INVOLVEMENT. THE ADDRESS FOR THE MET IS 30 LINCOL CENTER, NEW YORK, NY 10023. I AM ON THE YOUNG ASSOC. STEERING COMMITTEE, AND I WORK WITH OTHER BOARD MEMBERS AND STAFF TO HEL ATTRACT A YOUNGER AUDIENCE TO THE MET. I SPEND ABOUT 1 HOUR/MONTH ON THIS ACTIVITY. I STARTED ON THE BOARD IN SEPTEMBER OF 2022. THE MET OPERA IS A NOT-FOR-PROFIT ARTS ORGANIZATION.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-02
• S63 Uniform Securities Agent State Law Examination
  1998-12-01