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Brian P O'connell

MNS FINANCIAL MANAGEMENT, L.L.C.·FORT MYERS, Florida
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6208 WHISKEY CREEK DRIVE, FORT MYERS, FL 33919CRD# 4281534Firm CRD# 116604
01

About

Brian P O'connell is a registered financial advisor based in FORT MYERS, Florida, affiliated with MNS FINANCIAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MNS FINANCIAL MANAGEMENT, L.L.C.
MARQUIS WEALTH MANAGEMENT GROUP
AUM
$361M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MNS FINANCIAL MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4281534
Firm CRD# 116604
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in FORT MYERS
Sherri Lynn Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONEric Joel Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONTrevor Ruskin Whitley — MNS FINANCIAL MANAGEMENT, L.L.C.Todd Christopher Macke — MACKE FINANCIAL ADVISORY GROUP, INC.Thomas Dewey Case — CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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