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James Patrick Mcconnell

LANDMARK EQUITY ADVISORS LLC·SIMSBURY, Connecticut
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ATTN: ANTOINETTE LAZARUS, SIMSBURY, CT 06070-2429CRD# 4360918Firm CRD# 108543
01

About

James Patrick Mcconnell is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with LANDMARK EQUITY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LANDMARK EQUITY ADVISORS LLC
LANDMARK EQUITY ADVISORS LLC
AUM
$18.9B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at LANDMARK EQUITY ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4360918
Firm CRD# 108543
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Mcconnell offer?
James Patrick Mcconnell specializes in Retirement Planning. Contact their office in SIMSBURY, Connecticut for a consultation.
What are James Patrick Mcconnell's credentials?
James Patrick Mcconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Mcconnell located?
James Patrick Mcconnell is based in SIMSBURY, Connecticut, working with LANDMARK EQUITY ADVISORS LLC. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.
How does James Patrick Mcconnell charge for services?
James Patrick Mcconnell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDMARK EQUITY ADVISORS LLC?
LANDMARK EQUITY ADVISORS LLC has approximately 65 employees and manages $18.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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