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Daniel Michael O'connell

PKS INVESTMENT ADVISORS LLC·SALISBURY, Maryland
Unclaimed Profile
1801 SWEETBAY DRIVE, SALISBURY, MD 21804CRD# 5849151Firm CRD# 110147
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About

Daniel Michael O'connell is a registered financial advisor based in SALISBURY, Maryland, affiliated with PKS INVESTMENT ADVISORS LLC. 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
PKS INVESTMENT ADVISORS LLC
PKS INVESTMENT ADVISORS LLC
AUM
$175M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PKS INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5849151
Firm CRD# 110147
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Michael O'connell offer?
Daniel Michael O'connell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALISBURY, Maryland for a consultation.
What are Daniel Michael O'connell's credentials?
Daniel Michael O'connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Michael O'connell located?
Daniel Michael O'connell is based in SALISBURY, Maryland, working with PKS INVESTMENT ADVISORS LLC. Their office serves clients in the SALISBURY metropolitan area and surrounding communities.
How does Daniel Michael O'connell charge for services?
Daniel Michael 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 PKS INVESTMENT ADVISORS LLC?
PKS INVESTMENT ADVISORS LLC has approximately 9 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SALISBURY
John Michael Stern — PKS INVESTMENT ADVISORS LLCTimothy Anthony Gonzales — PKS INVESTMENT ADVISORS LLCWilliam Edwin Booth — PKS INVESTMENT ADVISORS LLCGenevee Geneva Lekites — PKS INVESTMENT ADVISORS LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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