Unclaimed Profile

Brian P O'connell

MNS FINANCIAL MANAGEMENT, L.L.C.·FORT MYERS, Florida

Series 7, Series 63, Series 65, Series 66Clean record21 years registeredMNS FINANCIAL MANAGEMENT, L.L.C.

6208 WHISKEY CREEK DRIVE, FORT MYERS, FL 33919CRD# 4281534Firm CRD# 116604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian P O'connell · FORT MYERS, FL

Registration

CRD #4281534 · MNS FINANCIAL MANAGEMENT, L.L.C. · 21 years registered

Brand Profile

Not yet started

Career History

MARQUIS WEALTH MANAGEMENT GROUP

Aug 2008 – present

PRIVATE CAPITAL MANAGEMENT, LP

Oct 2004 – Aug 2008

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · October 7, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MNS FINANCIAL MANAGEMENT, L.L.C.

CRD 116604 · SEC 801-60851

AUM

$361M

Regulatory assets under management

Employees

988 client accounts

Services offered by MNS FINANCIAL MANAGEMENT, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MNS FINANCIAL MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Brian P O'connell offer?

Brian P O'connell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MYERS, Florida for a consultation.

What are Brian P O'connell's credentials?

Brian P O'connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian P O'connell located?

Brian P O'connell is based in FORT MYERS, Florida, working with MNS FINANCIAL MANAGEMENT, L.L.C.. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does Brian P O'connell charge for services?

Brian P O'connell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MNS FINANCIAL MANAGEMENT, L.L.C.?

MNS FINANCIAL MANAGEMENT, L.L.C. has approximately 9 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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