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Daniel Michael O'connell

PKS INVESTMENT ADVISORS LLC·SALISBURY, Maryland
Series 65Clean record15 years registeredPKS INVESTMENT ADVISORS LLC
1801 SWEETBAY DRIVE, SALISBURY, MD 21804CRD# 5849151Firm CRD# 110147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Michael O'connell · SALISBURY, MD
Registration
CRD #5849151 · PKS INVESTMENT ADVISORS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

PKS INVESTMENT ADVISORS LLC
Oct 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 6, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PKS INVESTMENT ADVISORS LLC
CRD 110147 · SEC 801-96235
AUM
$175M
Regulatory assets under management
Employees
9
771 client accounts
Services offered by PKS INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PKS INVESTMENT ADVISORS LLC →
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05

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 at PKS INVESTMENT ADVISORS LLC

Timothy Anthony Gonzales
SALISBURY, MD
CFP
William Edwin Booth
SALISBURY, MD
Genevee Geneva Lekites
SALISBURY, MD
John Michael Stern
SALISBURY, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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