Unclaimed Profile

Brian Mcconnell

CONVEX CAPITAL MANAGEMENT LLC·WARRENVILLE, Illinois

Clean recordCONVEX CAPITAL MANAGEMENT LLC

4200 CANTERA DRIVE, WARRENVILLE, IL 60555CRD# 6208534Firm CRD# 166623

Profile Verification

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

Identity

Brian Mcconnell · WARRENVILLE, IL

Registration

CRD #6208534 · CONVEX CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Mcconnell is a registered financial advisor based in WARRENVILLE, Illinois, affiliated with CONVEX CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

CONVEX CAPITAL MANAGEMENT LLC

AUM

$2M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONVEX CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6208534

Firm CRD# 166623

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Mcconnell offer?

Brian Mcconnell specializes in Investment Management, Wealth Management. Contact their office in WARRENVILLE, Illinois for a consultation.

What are Brian Mcconnell's credentials?

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

Where is Brian Mcconnell located?

Brian Mcconnell is based in WARRENVILLE, Illinois, working with CONVEX CAPITAL MANAGEMENT LLC. Their office serves clients in the WARRENVILLE metropolitan area and surrounding communities.

How does Brian Mcconnell charge for services?

Brian Mcconnell'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 CONVEX CAPITAL MANAGEMENT LLC?

CONVEX CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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