Andrew O'Connor
Upside LAB Advisors · Huntington, New York
Andrew O'Connor is a fee-only financial advisor at Upside LAB Advisors in Huntington, New York. Upside LAB Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Upside LAB Advisors |
|---|---|
| Based in | Huntington, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.7M across 6 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2189035 |
| Exams passed | Series 63 (2009) · Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Andrew's firm compares
- Upside LAB Advisors's average account is about $282,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Andrew
Is Andrew O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Upside LAB Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Upside LAB Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew O'Connor based?
Andrew O'Connor is based in Huntington, New York.
Is Andrew O'Connor registered with the SEC?
Yes. Andrew O'Connor is registered as an investment adviser representative in NY (CRD 2189035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Upside LAB Advisors manage?
Upside LAB Advisors reports $1.7M across 6 accounts in assets under management.
How do I contact Andrew O'Connor?
Contact details aren't on file yet. Search for Upside LAB Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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