Stephen Joseph O'Connell
Financial Professional at Element Pointe Family Office
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen Joseph O'Connell is a financial professional associated with Element Pointe Family Office in Miami, FL, where they have been associated since 2016, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Element Pointe Family Office
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.01
- First $3,000,0001.00%
- Next $7,000,0000.85%
- Next $15,000,0000.65%
- Next $25,000,0000.45%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management (including strategic asset allocation, tactical tilts, manager selection and oversight, alternative investments, portfolio risk management, and investment cost analysis) and family office advisory services; also serves as outsourced Chief Investment Officer to select single-family offices.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Miami, FL
- Founded:
- 2016
- SEC file number:
- 801-107214
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at Element Pointe Family Office
10 other advisors in the directory
Similar advisors in Miami, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Joseph O'Connell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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