Msec, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
123
Avg account
$0

Firm details

Headquarters
Overland Park, Kansas
CRD number
154327
Registered since
May 19, 2011

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Deann Elmore

    Deann Elmore

    Chief Operations OfficerCRD 4964605

  • Robert Barreca

    Robert Barreca

    Chief Compliance OfficerCRD 2490354

Contacts

3 of 121
  • Michael O'neill

    Michael O'neill

    Senior Wealth AdvisorCRD 1208673

  • Marco Anaya

    Senior AnalystCRD 5971130

  • Jeffrey Maher

    Jeffrey Maher

    Senior Wealth AdvisorCRD 1993714

Unlock 118 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth