Msec, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 154327
- Registered since
- May 19, 2011
Firm profile
FINTRXOverview
Msec, LLC is organized as a limited liability company and appears on SEC records as having become registered in 2011. Ownership is recorded as a mix of a domestic entity and individual ownership. The firm’s regulatory profile is listed as "unclassified" and it does not present itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. It is also not identified as a multi-state or newly formed adviser. The source record does not include descriptions of the firm’s fee schedules, specific advisory or business activities, or the composition of its client base. No activities or affiliations were provided in the material supplied.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Deann Elmore
Chief Operations OfficerCRD 4964605

Robert Barreca
Chief Compliance OfficerCRD 2490354
Contacts
3 of 121
Michael O'neill
Senior Wealth AdvisorCRD 1208673
Marco Anaya
Senior AnalystCRD 5971130

Jeffrey Maher
Senior Wealth AdvisorCRD 1993714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 5700 W 112th St
- Time zone
- CT (UTC-6)
- Office locations
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