Trevor James O'COnnor

Employer firm

Precision Wealth Strategies, LLC CRD 299827

$711M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2020 → Present
  Precision Wealth Strategies
  Saint Louis, MO
• 09/2017 → 04/2020
  Kpmg Llp
  Saint Louis, MO
• 09/2013 → 08/2017
  Full Time Student
  Columbia, MO

Other Businesses

1. TOConsulting, LLC; not investment related; 208 Lehigh Meadows Dr, Chesterfield, MO 63005 - owner/consultant as of 10/2021- provides business consulting services. Approximately 3% of time during business hours. 2. Iota Mu Chapter of Theta Chi Fraternity Alumni Corporation; not investment related; Treasurer as of 7/2020- oversee Financials for the organization, approximately 2% of time after hours. 3. Torbay Holdings, LLC; Investment Related; 208 Lehigh Meadows Dr, Chesterfield, MO 63005 - Investment holding entity. Approximately 3% of time after hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-08