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 is registered with the SEC since 2011. Public-facing profile fields are sparse: the firm lists its owner type as a combination of a domestic entity and an individual and is classified as unclassified in the data set. It does not identify itself as a capital allocator or an active ESG investor. Key operational details such as business lines, advisory activities, client segments, and fee structure were not provided in the available records. The firm’s profile contains minimal disclosure about its investment approach or service offerings, so there is little public detail on strategy, target clients, or portfolio construction.

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
  • Robert Horton

    Robert Horton

    Senior Wealth AdvisorCRD 5673325

  • Anne Dorian

    Anne Dorian

    Senior Vice President, Regulatory ComplianceCRD 5736231

  • Daniela De Castro Martins

    Daniela De Castro Martins

    Associate Wealth AdvisorCRD 5762408

Unlock 118 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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